OpenBB V5 Changelog
OpenBB V5 is the new major-version line of the kept packages under openbb_platform/ and cli/.
The openbb metapackage is now 5.0.0; the core, CLI, API, MCP server, routers and most providers are 2.0.0; exceptions include openbb-devtools (1.6.8 -> 2.0.1), openbb-charting (3.0.0 -> 4.0.0) and openbb-imf (2.1.3 -> 2.1.2 -> 3.0.0).
The repository license changed from AGPL-3.0-only to Apache-2.0 in #7677, in the root LICENSE, every pyproject.toml and the desktop app.
Eighteen directories present on develop are absent on v5 (sixteen provider packages, the openbb-regulators extension and the test-only extensions/famafrench tree); one provider, openbb-jodi 2.0.0, is new.
Headline changes: hatchling/uv packaging, the openbb-core[pandas] extra, ruff and ty, layered openbb.toml config, OBBStream streaming, decoupled charting, CLI 2.0 with .spec files and codegen, spec-driven platform-api and MCP proxies, provider-owned routers with conditional registration, 16 provider refactors plus the new openbb-jodi provider, package 2.0 releases, the openbb 5.0.0 metapackage, charting 4.0, refreshed extension catalogs and a root-package publishing workflow.
The root openbb metapackage was migrated from Poetry 4.7.3 to hatchling/PEP 621 version 5.0.0 in direct commit 6d8e44100ab; its dependencies now target the V5 package line, router extensions are grouped in the routers extra, poetry.lock was removed and uv.lock added.
Pull requests
Core and packaging
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7482](https://github.com/OpenBB-finance/OpenBB/pull/7482) | 2026-04-28 | Danglewood | [Feature] OpenBB V5: Initial `openbb-core` Refactor |
| [#7484](https://github.com/OpenBB-finance/OpenBB/pull/7484) | 2026-04-30 | Danglewood | [V5] `openbb-core`: 100% Test Coverage |
| [#7492](https://github.com/OpenBB-finance/OpenBB/pull/7492) | 2026-05-07 | Danglewood | [V5] `openbb-core`: Add Backwards-Compatible Layered Config System (openbb.toml) |
| [#7537](https://github.com/OpenBB-finance/OpenBB/pull/7537) | 2026-06-18 | Danglewood | [V5] [BugFix] Fix for Breaking Changes in FastAPI 0.137+ |
| [#7524](https://github.com/OpenBB-finance/OpenBB/pull/7524) | 2026-06-22 | Danglewood | [V5] Refactor Shared Pass Through Router Extensions For Hatchling |
| [#7264](https://github.com/OpenBB-finance/OpenBB/pull/7264) | 2026-09-24 | Boris Li | Enterprise Flask Migration Toolkit |
| [#7622](https://github.com/OpenBB-finance/OpenBB/pull/7622) | 2026-09-25 | Dex Hunter | perf(core): vectorize the date conversion in `basemodel_to_df` |
| [#7681](https://github.com/OpenBB-finance/OpenBB/pull/7681) | 2026-09-26 | Danglewood | [Release] `openbb-core-v2.0.0rc1`: Testing Publish Pipeline |
CLI
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7433](https://github.com/OpenBB-finance/OpenBB/pull/7433) | 2026-06-01 | Danglewood | [V5] CLI 2.0 - Pluggable Backends, Non-TTY Default, HTTP Dispatcher, Spec Files + Codegen |
| [#7586](https://github.com/OpenBB-finance/OpenBB/pull/7586) | 2026-07-14 | Dex | fix(cli): resolve modular OpenAPI references |
| [#7589](https://github.com/OpenBB-finance/OpenBB/pull/7589) | 2026-07-14 | Danglewood | [V5] `openbb-cli`: Modular OpenAPI Refs |
| [#7597](https://github.com/OpenBB-finance/OpenBB/pull/7597) | 2026-07-20 | Monte Hoover | Update generated tests to get python parameter names instead of raw API-provider parameter names. |
| [#7598](https://github.com/OpenBB-finance/OpenBB/pull/7598) | 2026-07-20 | Monte Hoover | Update the record-vs-envelope heuristic in the payload processing code to not treat a record that happens to have a list datatype as an entire envelope. |
| [#7599](https://github.com/OpenBB-finance/OpenBB/pull/7599) | 2026-07-20 | Monte Hoover | Update class generation code to handle empty data that php-style serialization emits as []. |
| [#7606](https://github.com/OpenBB-finance/OpenBB/pull/7606) | 2026-09-25 | Lucas Zimmermann | fix(cli): inherit path-item-level OpenAPI parameters |
API, MCP and streaming
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7494](https://github.com/OpenBB-finance/OpenBB/pull/7494) | 2026-06-20 | Danglewood | [V5] `openbb-platform-api`: Refactor for V5 Spec, Config, Packaging, Test Coverage |
| [#7530](https://github.com/OpenBB-finance/OpenBB/pull/7530) | 2026-06-22 | Danglewood | add full support for AsyncIterator response type for streaming output |
| [#7495](https://github.com/OpenBB-finance/OpenBB/pull/7495) | 2026-09-24 | Danglewood | [V5] `openbb-mcp-server`: Refactor for v5 - Spec, Config, Packaging, Test Coverage |
Charting and toolkit extensions
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7507](https://github.com/OpenBB-finance/OpenBB/pull/7507) | 2026-05-29 | Danglewood | [V5] `openbb-news`: Refactor News for V5 and Add Configurable RSS Endpoint |
| [#7506](https://github.com/OpenBB-finance/OpenBB/pull/7506) | 2026-05-29 | Danglewood | [V5] `openbb-quantitative`: Refactor for V5 |
| [#7502](https://github.com/OpenBB-finance/OpenBB/pull/7502) | 2026-05-29 | Danglewood | [V5] `openbb-technical`: Refactor for V5 & Add More Quick Win Endpoints |
| [#7505](https://github.com/OpenBB-finance/OpenBB/pull/7505) | 2026-06-01 | Danglewood | refactor econometrics for v5 |
| [#7545](https://github.com/OpenBB-finance/OpenBB/pull/7545) | 2026-07-01 | Danglewood | [V5] `openbb-charting`: Refactor for V5 and Decouple |
| [#7602](https://github.com/OpenBB-finance/OpenBB/pull/7602) | 2026-07-23 | Danglewood | add drugs.com and brutalist as news rss feeds |
Providers — refactors and additions
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7413](https://github.com/OpenBB-finance/OpenBB/pull/7413) | 2026-05-15 | Danglewood | [V5] Refactor `openbb-oecd` for full SDMX 2 API Exposure and V5 Packaging |
| [#7509](https://github.com/OpenBB-finance/OpenBB/pull/7509) | 2026-05-25 | Danglewood | [V5] `openbb-oecd`: Rename `oecd_utils` as `oecd` |
| [#7508](https://github.com/OpenBB-finance/OpenBB/pull/7508) | 2026-05-29 | Danglewood | [V5] `openbb-imf`: Refactor for V5 |
| [#7518](https://github.com/OpenBB-finance/OpenBB/pull/7518) | 2026-06-01 | Danglewood | [V5] `openbb-bls`: Refactor for V5 + Add Many Endpoints |
| [#7503](https://github.com/OpenBB-finance/OpenBB/pull/7503) | 2026-06-01 | Danglewood | [V5] `openbb-famafrench`: Refactor for V5 |
| [#7528](https://github.com/OpenBB-finance/OpenBB/pull/7528) | 2026-06-08 | Danglewood | [V5] `openbb-congress-gov`: Refactor for V5 + Convert To Using Bulk Files Instead of `api.congress.gov`. |
| [#7560](https://github.com/OpenBB-finance/OpenBB/pull/7560) | 2026-09-23 | Danglewood | [V5] `openbb-ecb`: Refactor for V5 and Expand Coverage |
| [#7561](https://github.com/OpenBB-finance/OpenBB/pull/7561) | 2026-09-23 | Danglewood | [V5] `openbb-federal-reserve`: Refactor for V5 + FFIEC & Regional Fed Routers |
| [#7584](https://github.com/OpenBB-finance/OpenBB/pull/7584) | 2026-09-23 | Danglewood | [V5] `openbb-eia`: Refactor for V5 + Add Full API Implementation |
| [#7604](https://github.com/OpenBB-finance/OpenBB/pull/7604) | 2026-09-23 | Danglewood | [V5] `openbb-government-us`: Refactor for V5 + Move `uscongress` |
| [#7593](https://github.com/OpenBB-finance/OpenBB/pull/7593) | 2026-09-23 | Danglewood | [V5] Feature: Add JODI World Oil & Gas Database |
| [#7615](https://github.com/OpenBB-finance/OpenBB/pull/7615) | 2026-09-23 | Danglewood | [V5] `openbb-cftc`: Refactor for V5 + Add OIS, Forward Curve, and FX Trade Analysis |
| [#7668](https://github.com/OpenBB-finance/OpenBB/pull/7668) | 2026-09-23 | Danglewood | [V5] `openbb-tmx`: Refactor extension for V5 |
| [#7670](https://github.com/OpenBB-finance/OpenBB/pull/7670) | 2026-09-23 | Danglewood | [V5] `openbb-nasdaq`: Refactor provider for V5. |
| [#7669](https://github.com/OpenBB-finance/OpenBB/pull/7669) | 2026-09-23 | Danglewood | [V5] `openbb-fred`: Refactor as V5 extension. |
| [#7617](https://github.com/OpenBB-finance/OpenBB/pull/7617) | 2026-09-23 | Danglewood | [V5] `openbb-cboe`: Refactor for V5 + Add Payoff Diagrams |
| [#7674](https://github.com/OpenBB-finance/OpenBB/pull/7674) | 2026-09-23 | Danglewood | [V5] `openbb-deribit`: Refactor provider for V5 |
| [#7525](https://github.com/OpenBB-finance/OpenBB/pull/7525) | 2026-09-24 | Danglewood | [V5] `openbb-sec`: Refactor for V5 |
| [#7676](https://github.com/OpenBB-finance/OpenBB/pull/7676) | 2026-09-24 | Danglewood | [V5] `openbb-finra`: Refactor for V5 |
Provider removals
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7486](https://github.com/OpenBB-finance/OpenBB/pull/7486) | 2026-05-29 | Danglewood | remove stockgrid provider |
| [#7485](https://github.com/OpenBB-finance/OpenBB/pull/7485) | 2026-05-29 | Danglewood | [V5] remove wsj provider and related code |
| [#7523](https://github.com/OpenBB-finance/OpenBB/pull/7523) | 2026-06-01 | Danglewood | delete biztoc |
| [#7522](https://github.com/OpenBB-finance/OpenBB/pull/7522) | 2026-06-01 | Danglewood | [V5] Remove `openbb-alpha-vantage` |
| [#7521](https://github.com/OpenBB-finance/OpenBB/pull/7521) | 2026-06-01 | Danglewood | [V5] Remove `openbb-benzinga` |
| [#7570](https://github.com/OpenBB-finance/OpenBB/pull/7570) | 2026-07-08 | Danglewood | remove seeking alpha provider |
| [#7573](https://github.com/OpenBB-finance/OpenBB/pull/7573) | 2026-07-08 | Danglewood | remove tradier provider |
| [#7574](https://github.com/OpenBB-finance/OpenBB/pull/7574) | 2026-07-08 | Danglewood | remove tiingo provider |
| [#7575](https://github.com/OpenBB-finance/OpenBB/pull/7575) | 2026-07-08 | Danglewood | remove intrinio provider |
| [#7576](https://github.com/OpenBB-finance/OpenBB/pull/7576) | 2026-07-08 | Danglewood | remove yfinance provider from repo |
| [#7577](https://github.com/OpenBB-finance/OpenBB/pull/7577) | 2026-09-14 | Danglewood | remove finviz |
| [#7578](https://github.com/OpenBB-finance/OpenBB/pull/7578) | 2026-09-14 | Danglewood | remove trading economics provider |
| [#7610](https://github.com/OpenBB-finance/OpenBB/pull/7610) | 2026-09-14 | Danglewood | remove openbb-multpl from repository |
| [#7665](https://github.com/OpenBB-finance/OpenBB/pull/7665) | 2026-09-14 | Danglewood | remove fmp provider extension from repository |
| [#7675](https://github.com/OpenBB-finance/OpenBB/pull/7675) | 2026-09-23 | Danglewood | remove openbb-econdb provider |
License and repository tooling
| PR | Merged | Author | Title |
|---|---|---|---|
| [#7677](https://github.com/OpenBB-finance/OpenBB/pull/7677) | 2026-09-24 | Danglewood | [V5] Update Repository License to Apache 2.0 |
Direct commits
Commits on `v5` that are not squash-merged PRs, deduplicated across packages. Bodies are available with `git log -1 --format=%B <sha>`.
- `932a895a069` fix cli renderer helper with figure object JSON (adds `PackageBuilder._distribution_version`, the CLI figure renderer and `_display_dict_result`)
- `1fa72f80d72` test coverage
- `aba09afb1c5` fixes for docstring generation (`_normalize_code_annotations`, `ruff --fix-only`, dev_install refinements, `.build.lock` gitignored)
- `1cbb24d8b7a` bump devtools and repoint pyproject.toml (openbb-devtools 2.0.0 -> 2.0.1 across 35 consumer pyprojects; editable devtools path source removed from the CLI and router extensions)
- `4fe1bbcb94f` fix tag grouping in swagger docs (composite tags, `x-tagGroups`, `docExpansion: none`)
- `35ce305fba9` fix charting conftest and missing coverage in 3.10
- `34716a17f38` unpin ruff (also thread-safe `SingletonMeta`, reference.json regeneration)
- `90d427c5a52` restore test coverage to 100% in openbb_core
- `d8fd8f06da4` some ty items and add requests-types stubs for ty in devtools
- `caf49e818cb` FieldInfo import
- `38d636a7a6f` linter
- `976a4fd098e` fix test drift
- `f56a44ec0ce` bump dependencies
- `e79623ceef0` remove comment chatter
- `3a2bfbcbafd` unpack POST parameters from params: Model
- `b455cf240a3` fix docstring generator and body param unwrapping
- `70bbf37caaa` test_system_settings
- `a18a2921311` ruff UP007
- `3a978b654ca` update for deprecated pydantic syntax (`SystemSettings` instance-mode `model_validator`)
- `f18493c293b` missing coverage
- `f899588da97` fix docstring generator for nested models
- `73b05163667` package builder fixes
- `5f4dda273b8` fix the figure font when rendered (`strip_theme_colors` in the CLI)
- `a07534cfa4a` fix ty check failures exposed by newer version
- `2c14e26acfb` fixes for ty
- `99e5c8618e2` fix new ty issues
- `1ad72fd756a` unused ty ignore
- `dc71797e063` fix lint errors (adds `PLR0917` to ruff ignores in several packages)
- `d0090d60dcd` fix lint errors (`JsonDict` annotations, `list(...)` choices in federal_reserve, bls, cftc, tmx, finra)
- `478235ca196` fix oecd lint error
- `5b1bc33e579` update pre-commit, noxfile, and uv locks (rewrote `.pre-commit-config.yaml`, `noxfile.py`, `dev_install.py`, the platform README and 35 `uv.lock` files)
- `ab707f2fe88` refactor cookiecutter
- `78ee668a2a2` bump cookiecutter packagge version (0.6.0 -> 1.0.0)
- `768e52c6358` fix merge widgets
- `bf0cb48465f` markdown linting
- `2c81a8cbb10` fix markdown lint errors
- `9bbc49675d4` consolidate lint job
- `14c0042f784` general lint setup
- `0980d4f1e11` fogot that file
- `74d9b58623b` general-linting
- `c06074f1dd7` workflow cleanup"
- `04825708836` remove v4 platform workflow
- `5d376a44141` remove that annoying labeler action
- `fd98854bf39` also run integration test in CI
- `b9730ad658a` openbb-core publish workflow
- `b6c2c79a0f0` actions
- `39e85422fe7` actions
- `fae87660088` fix publish workflows (checkout ref `develop` -> merge commit SHA in 29 publish workflows)
- `9b0e799148f` project ty.toml file
- `b6b472a511d` codespell
- `0ff1a54706e` codespell
- `30f84a3e811` charting pyproject version
- `67ebf4a4652` plotly 7 handling for mapbox namespace change
- `a2a1456dbca` fix for plotly 7 breaking change to schemas
- `b59b2b18bd2` add charting coverage
- `fbcd512905e` remove integration tests from extensions that were moved into the famafrench provider (deletes `extensions/famafrench`)
- `89b8c00b338` downgrade aiohttp in devtools for vcrpy (later reverted by `21ed5fe3672`)
- `21ed5fe3672` add httpx2 to devtools for starlette test client
- `0aa60395322` missing test coverage that appeared in famafrench..
- `32b6d4a2802` fix warnings raised by federal_reserve on some xlsx workbook parsing
- `7a70de9b722` fix sec test by adding fixture (XBRL linkbase retry and offline Apple 10-K fixtures)
- `07bf0873ae5` fix desktop environments test
- `f0258c93366` fix publish workflows with missing tag job, some tests and bump fastapi (adds a tag job to 31 publish workflows; `fastapi>=0.136.3` -> `>=0.137.2`, `aiohttp>=3.13.3` -> `>=3.14.2`; `openbb-core` dev group gains `pandas`, `pycountry`, `bs4`, `polars`; new coverage for `extension_loader.py`, `ast_analysis.py`/`introspector.py`/`loader.py`, `build.py`, `update_country_data.py`, `update_exchange_data.py`; `OpenBBField.choices` typed as `JsonValue`; `reference_generator.py` regex-match fix; version `2.0.0rc1` -> `2.0.0`)
- `4d5017ad4d9` fix python 3.10 test failure in core (`test_build.py`: assert `SystemExit` instead of mocking `sys.exit`, which Python 3.10's CI run didn't intercept)
- `45feafe11a3` actually fix python 3.10 test failure in core (`test_build.py`: reorders the `@patch("builtins.__import__")`/`@patch("...subprocess.run")` stack — on Python 3.10, `unittest.mock`'s dotted-target resolver calls the bare `__import__` builtin, so with the wrong decorator order the already-patched `__import__` intercepted `subprocess.run`'s own target resolution and let the real subprocess execute; fixed on 3.14+ only because `unittest.mock` there resolves targets via `pkgutil.resolve_name` instead)
- `220ffb7798a` Merge origin/develop into v5 (ours strategy: keep v5 as source of truth) — kept v5's copy of `openbb_platform/pyproject.toml` and `desktop/package.json`, discarding develop's pin bumps
- `86e0787e595` Merge develop into v5 (resolve conflicts in favor of v5)
- `ba81abcbc0d` merge branch develop (conflict resolution raised the devtools `ty` floor from `>=0.0.1a14` to `>=0.0.40`)
- `4fe1a41ed78`, `7007a878db1`, `7fd1d89d52c`, `074842ed4f9` merge branch develop
Cross-cutting patterns
- Packaging: every package moved from Poetry to hatchling with a PEP 621 `[project]` table, `[dependency-groups] dev = ["openbb-devtools>=2.0.1"]`, a committed `uv.lock` and no `poetry.lock`. The follow-up release work removed local `openbb-core` source overrides so standalone package builds resolve core 2.0.0 from PyPI. Evidence: openbb-core, openbb-cli,
openbb-platform-api, openbb-mcp-server, openbb-technical, openbb-quantitative, openbb-econometrics, openbb-charting, the nine pass-through routers, openbb-news, openbb-devtools, all 17 providers, openbb-cookiecutter.
- Core dependency floors: packages that use pandas declare `openbb-core[pandas]>=2.0.0` (cli, technical, quantitative, econometrics, charting, news, bls, cboe, cftc, deribit, ecb, us-eia, famafrench, federal-reserve, finra, fred, government-us, imf, jodi, nasdaq, oecd, sec, tmx); the nine routers,
platform-api and mcp-server declare plain `openbb-core>=2.0.0`. `pandas` itself is an optional extra of openbb-core and `require_optional("pandas")` raises `OpenBBError` with an install hint when absent.
- Lint and type checking: ruff is the only formatter and linter (`select = ["D","E","W","F","S","UP","I","PLC","PLE","PLR","PLW","SIM","T20"]`, `pydocstyle convention = "numpy"`, `line-length = 88`) and `ty` the only type checker (`[tool.ty]` per package, root `ty.toml`), with `# ty: ignore[code]`
replacing blanket `# type: ignore`. `.pylintrc` is deleted and `# pylint: disable` directives were stripped from core, cli, platform-api, mcp-server, technical, econometrics, the routers, news, deribit, cftc, sec and most providers (leftovers: `openbb_core/app/config/loader.py`, quantitative
`views/*.py`, cboe `futures_curve.py`, 22 tmx model files, `validate_corpus.py` in sec).
- Docstrings: numpy style with `Parameters`/`Returns`/`Raises` sections on public functions; `PythonEx` examples that named removed providers were dropped from quantitative and most econometrics commands.
- Test conventions: `class TestX` suites in role-named files; real installable fixture extensions instead of mocks (`openbb-fake-integration` in core's integration suite, `openbb-cli-fake` in the CLI conftest, `openbb-mcp-fixture` in mcp-server); offline unit suites driven by monkeypatched
transports or JSON fixtures (deribit, finra, nasdaq, tmx, jodi, bls, news); VCR cassettes kept where they still fit (fred, oecd, imf, ecb, famafrench, cftc, sec, us-eia, government-us); live checks moved to `integration/` packages behind an `integration` marker with an in-process uvicorn fixture
(technical, quantitative, econometrics, charting, news, cboe, cftc, deribit, ecb, famafrench, finra, jodi, nasdaq, oecd, tmx, government-us, fred).
- 100% coverage gate: `pytest tests --cov=<pkg> --cov-fail-under=100` in the 22 `test-unit-openbb-*.yml` provider and extension workflows plus `test-unit-mcp-server.yml` (branch coverage there), with `# pragma: no cover` reserved for annotated unreachable branches; core, cli and platform-api have
per-package test workflows without the fail-under flag.
- Per-package CI and release: a `test-unit-openbb-<pkg>.yml` (build once with `uv build --no-sources`, ruff check, ruff format --check, `ty check`, a 9-cell Python 3.10-3.14 OS matrix) and a `publish-openbb-<pkg>.yml` gated on a merged `release/openbb-<pkg>-v<version>` branch whose name must match
`[project].version`, a PyPI existence check and trusted publishing; 35 publish workflows exist on v5, with none for openbb-devtools or openbb-cookiecutter.
- Layered `openbb.toml` configuration: the core loader from [#7492](https://github.com/OpenBB-finance/OpenBB/pull/7492) (`load_layered_config`, `load_config`, `.env` files, `OPENBB_*` promotion) is reused by openbb-cli (`[tool.openbb-cli]`, `[specs.<ns>]`, `[settings]`), openbb-platform-api
(`--config-file`, `[launcher]`, `[env]`, `[middleware]`, `[spec]`), openbb-mcp-server (`[mcp]`, `[mcp.spec]`, `[mcp.auth]`, `[mcp.middleware]`, `[env]`), openbb-news (`[news.rss_feeds]`, `[news.rss_providers]`) and the `openbb-sec` console script (`cache_directory`).
- Spec files: the CLI writes `.spec` documents (`SPEC_VERSION = 5`, `content_sha256` integrity hash); openbb-platform-api (`--spec`, `[spec]`) and openbb-mcp-server (`--spec`, `[mcp.spec]`) synthesize aiohttp-backed proxy FastAPI apps from them with the same integrity, header-injection and zero-time
date-trimming behavior; `--generate-extension` turns a spec into an installable hatchling extension.
- Streaming: core's `OBBStream`, `Fetcher.stream_data`, `text/event-stream` route registration and `StreamingResponse` wrapper ([#7530](https://github.com/OpenBB-finance/OpenBB/pull/7530)); the CLI follows SSE streams in one-shot and REPL modes and generates streaming fetchers; the platform-api
widgets builder skips event-stream routes.
- Charting decoupling ([#7545](https://github.com/OpenBB-finance/OpenBB/pull/7545)): core resolves the engine through `ChartingManager` and the `openbb_charting_backend`/`openbb_charting_hooks` entry-point groups, with `charting_extension`/`charting_backend` system settings; views in the routers
load `openbb_charting` through `importlib.import_module` and technical moved its imports inside functions; openbb-charting is a dev-group dependency only for technical, quantitative and econometrics, an optional extra for the CLI, cboe and tmx; new `openbb_charting_extension` registrations come
from openbb-quantitative (`QuantitativeViews`) and openbb-imf (`ImfViews`).
- Provider-owned routers with conditional registration: providers ship an `openbb_core_extension` router (new on bls, cboe, deribit, ecb, us-eia, finra, fred, jodi, nasdaq, sec, tmx, government-us; replaced on federal-reserve; renamed on imf and oecd) and use `find_spec("openbb_<extension>")` flags
so standard-model fetcher keys stay standard when the owning extension is installed and switch to `Provider*` aliases plus fallback commands when it is not (bls, cboe, deribit, ecb, federal-reserve, finra, fred, imf, nasdaq, oecd, sec, tmx); us-eia and government-us gate only the fallback commands and keep standard keys.
- POST body models: data-processing commands take a single `params: XxxQueryParams` argument and return typed `Data` rows; core's `MethodDefinition.query_params_model` unpacks the model into kwargs for the static package and `filter_inputs` repacks it; every such QueryParams carries `__category__`
and `__output_columns__` (technical, quantitative, econometrics).
- Request and response plumbing: on-disk `diskcache` stores under the user cache directory with `OPENBB_<pkg>_*` overrides (cftc, ecb, federal-reserve, fred, government-us, sec, tmx) and a persisted static-asset proxy cache under `<user cache>/eia_proxy/` in us-eia; shared `aiohttp-client-cache` SQLite backends with per-URL TTLs and size sweeps (cboe, deribit, nasdaq,
tmx); per-event-loop pooled aiohttp sessions (deribit via a `loop.close` hook, tmx closed by the router lifespan); a shared `curl_cffi` Chrome-impersonating session helper for bot-managed hosts (federal-reserve, government-us, tmx, us-eia); a process-wide EDGAR rate limiter (sec); `AnnotatedResult` metadata for units,
sources and assessments (cftc, jodi, oecd, nasdaq, econometrics `garch`).
- Workspace metadata lives in code: `widget_config=` on `@router.command`, `x-widget_config` in `json_schema_extra` (endpoint-backed dropdowns, `cellOnClick`/`groupBy`, `chartDataType`), `x-unit_measurement`/`x-frontend_multiply` on rate fields, and a bundled `assets/apps.json` served at
`/<provider>/apps.json` with widget-id rewriting when the owning extension is absent; committed `widgets.json` files exist only in sec and federal-reserve.
- Static assets are real files under `assets/` loaded via `Path(__file__)` with single-pass token substitution (cli `figure.html`, us-eia `data_browser.html` and `rss_feed.html`, government-us HTML widgets, tmx screener builder, sec `filing_viewer_app.html`, ecb, federal-reserve and finra JSON
assets).
- Build-time generated catalogs: hatch custom build hooks materialize generated assets from live APIs when absent (gitignored `bls_cache.zip`, `ecb_cache.json.xz`, `eia_catalog.json.xz`, `imf_cache.json.xz`; `oecd_cache.json.xz`, claimed gitignored without a matching rule; finra's committed `security_types.json.gz`) with `generate-<pkg>-cache`/`generate-*` console
scripts and `OPENBB_<pkg>_FORCE_*_REBUILD` env flags; CI seeds the asset from the built wheel and caches it by the generator script hash.
- MCP: openbb-mcp-server switched to stateless BM25 tool discovery with `search_tools`/`call_tool` and a `run_pipeline` chaining tool; us-eia and sec ship per-extension FastMCP servers that run as subprocesses and are reverse-proxied through the provider router with a `Depends`-injected plain dict
instead of a `Request`.
- License: `license = { text = "Apache-2.0" }` in every `pyproject.toml`, `APISettings.license_name = "Apache-2.0"`, Apache text in the root and desktop `LICENSE` files.
Removals
Removed packages (present on develop, absent on v5):
| Package | Last develop version | Removed by | Where the functionality went |
|---|---|---|---|
| openbb-alpha-vantage | 1.6.1 | [#7522](https://github.com/OpenBB-finance/OpenBB/pull/7522) | none |
| openbb-benzinga | 1.6.1 | [#7521](https://github.com/OpenBB-finance/OpenBB/pull/7521) | none |
| openbb-biztoc | 1.6.1 | [#7523](https://github.com/OpenBB-finance/OpenBB/pull/7523) | none |
| openbb-congress-gov | 1.2.3 | [#7604](https://github.com/OpenBB-finance/OpenBB/pull/7604), after the in-place refactor in [#7528](https://github.com/OpenBB-finance/OpenBB/pull/7528) | openbb-government-us: `openbb_government_us.congress`, provider name `congress_gov`, router `uscongress` and command paths preserved; data now from GovInfo bulk files |
| openbb-econdb | 1.5.1 | [#7675](https://github.com/OpenBB-finance/OpenBB/pull/7675) | none |
| openbb-finviz | 1.5.1 | [#7577](https://github.com/OpenBB-finance/OpenBB/pull/7577) | none |
| openbb-fmp | 1.6.1 | [#7665](https://github.com/OpenBB-finance/OpenBB/pull/7665) | none |
| openbb-intrinio | 1.6.1 | [#7575](https://github.com/OpenBB-finance/OpenBB/pull/7575) | none |
| openbb-multpl | 1.3.1 | [#7610](https://github.com/OpenBB-finance/OpenBB/pull/7610) | none |
| openbb-regulators | 1.6.2 | [#7525](https://github.com/OpenBB-finance/OpenBB/pull/7525) | openbb-sec router: the eight `obb.regulators.sec.*` commands are now `obb.sec.*` / `/api/v1/sec/*` |
| openbb-seeking-alpha | 1.6.1 | [#7570](https://github.com/OpenBB-finance/OpenBB/pull/7570) | none |
| openbb-stockgrid | 1.6.1 | [#7486](https://github.com/OpenBB-finance/OpenBB/pull/7486) | none |
| openbb-tiingo | 1.6.1 | [#7574](https://github.com/OpenBB-finance/OpenBB/pull/7574) | none |
| openbb-tradier | 1.5.1 | [#7573](https://github.com/OpenBB-finance/OpenBB/pull/7573) | none |
| openbb-tradingeconomics | 1.6.1 | [#7578](https://github.com/OpenBB-finance/OpenBB/pull/7578) | none |
| openbb-wsj | 1.6.1 | [#7485](https://github.com/OpenBB-finance/OpenBB/pull/7485) | none; the `etf.discovery` sub-router it served was deleted with it |
| openbb-yfinance | 1.6.3 | [#7576](https://github.com/OpenBB-finance/OpenBB/pull/7576) | none |
| `extensions/famafrench` (integration tests only, no pyproject) | n/a | direct commit `fbcd512905e`, after [#7503](https://github.com/OpenBB-finance/OpenBB/pull/7503) | `providers/famafrench/integration/` (rewritten; `test_famafrench_factor_choices` dropped) |
The early removal PRs (wsj, stockgrid, benzinga, alpha-vantage, biztoc) also pruned `assets/extensions/provider.json`, `dev_install.py`, README rows and router examples; the later ones touched only their provider directory, so v5 still carries provider.json entries for eleven removed packages, all
seventeen removed distributions in `openbb_platform/poetry.lock`, fmp/econdb/congress-gov in the desktop installer's `alwaysInclude` list, a yfinance smoke test in `build/pypi/openbb_platform/publish.py`, and 164 router `APIEx` examples plus 395 integration-test parameter sets naming removed
providers, plus `regulators` references in the mcp_server README and platform_api test fixtures, removed-provider samples in core docs (`core/README.md`, `config/loader.py`), the `examples/` tree, the mcp_server README, the `use_openbb_cli` skill, `mcp_server` help strings (`cli_tools.py`,
`pipeline.py`), the platform_api provider display-name map (`utils/widgets.py`) and `PythonEx`/docs examples in openbb-technical and openbb-charting.
Removed commands, models and modules inside kept packages:
- openbb-core: the `html5lib` dependency; `Linters.black()` (`Linters.run` accepts `Literal["ruff"]` only); `LoggingSettings.user_id`, `user_email`, `user_primary_usage` and the `%(userId)s` log-prefix field (no `hub_session` reference remains); `integration/test_obbject.py`; `poetry.lock`.
- openbb-core standard models (from [#7669](https://github.com/OpenBB-finance/OpenBB/pull/7669)): `BondIndicesData` lost `symbol` and `value`; `CommercialPaperData` lost `symbol`, `maturity`, `rate`, `title`; `MortgageIndicesData` lost `symbol`, `name`, `rate`; `SpotRateData` lost `rate`. Each now
carries only `date` plus one column per requested series.
- openbb-cli: `Settings.HUB_URL` and `Settings.BASE_URL` (and the `--dev` repointing); `exe --url` and the OpenBB Hub routine download path (`ROUTINE_DEFAULT_FILES`, `ROUTINE_PERSONAL_FILES`); `record --public/-p` and `SESSION_RECORDED_PUBLIC`; the module-level `PLATFORM_ROUTERS` dict; `pytz`; every
direct `openbb_charting` import; rich-table row/column truncation and the "Allowed number of rows/columns exceeded" notices; `MenuText._format_cmd_name` truncation; the top-level `system` REPL command; the `fastapi = "0.136.3"` pin; `poetry.lock`.
- openbb-platform-api: the bundled "Example BLS App" dashboard in `assets/default_apps.json` (removed by [#7518](https://github.com/OpenBB-finance/OpenBB/pull/7518)); the README tutorial sections (Markdown/Table/Metric Widget, Query Parameters, Easy Date Picker, Annotated Query Params, Annotated
Table Fields, Export apps.json, Installation, Usage, Launch Custom App); the pandas import in `OmniWidgetResponseModel.validate_model`.
- openbb-mcp-server: the admin tools `activate_tools`, `deactivate_tools`, `activate_category`; `ToolInfo.active`; `CategoryIndex.has_tool()`; settings `cache_expiration_seconds`, `on_duplicate_tools`, `on_duplicate_resources`, `on_duplicate_prompts`, `resource_prefix_format`, `dependencies`,
`deprecation_warnings` and their env aliases; `TokenAuthProvider.authorize()` and its `resource_server_url`/`authorization_url`/`token_url`; the default exclusion of `econometrics`, `quantitative`, `technical` from `module_exclusion_map`; `ProcessedRouteData.removed_routes` (renamed
`excluded_routes`); `key:value` dict parsing in the CLI parser; the `Env()` instantiation in `parse_args`; `tests/app/test_tool_execution.py`, `tests/utils/test_compress_schema.py`, `poetry.lock`.
- openbb-technical: `openbb_technical/technical_router.py` (all 27 commands moved to `indicators/`, `signals/`, `multi/`); `kc.mamode` values `wma`, `hma`, `zlma`; the `DMP_<n>`/`DMN_<n>` columns of `adx` (moved to the new `di` endpoint); `fib` fields `min_date`, `max_date`, `min_pr`, `max_pr`,
`lvl_text`; the forward-projected `span_*` rows of `ichimoku`; the string-formatted `r^2`/`fit_coef`/`factor` columns of `clenow`; `tests/test_technical_helpers.py`; `poetry.lock`.
- openbb-quantitative: `openbb_quantitative/quantitative_router.py`; the `performance/`, `rolling/`, `stats/` sub-router packages (now flat modules); `openbb_quantitative/models.py` (`TestModel`, `NormalityModel`, `ADFTestModel`, `KPSSTestModel`, `UnitRootModel`, `OmegaModel`, `SummaryModel`,
`CAPMModel`); `openbb_quantitative/statistics.py` (helpers moved to private `_stats_helpers.py`); the unused `pandas-ta-openbb` dependency; `unitroot_test(fuller_reg="nc")`; all `PythonEx` examples; `poetry.lock`.
- openbb-econometrics: `openbb_econometrics/econometrics_router.py`; the `OLSRegressionResults` pydantic model; the `pandas-ta-openbb` dependency; six of nine `PythonEx` examples (kept on `correlation_matrix`, `ols_regression`, `variance_inflation_factor`); `poetry.lock`.
- openbb-charting: `poetry.lock`; the 29-test live-network API and Python integration suites (replaced by five deterministic in-process cases); the Examples/Methods docstring sections on `Charting.to_chart`, `OpenBBFigure` and `PlotlyTA`; `Charting._extension_views` (replaced by lazy
`_get_extension_views()`).
- Pass-through routers: `obb.etf.discovery.gainers`, `obb.etf.discovery.losers`, `obb.etf.discovery.active` (models `ETFGainers`, `ETFLosers`, `ETFActive`, wsj-only) and the `openbb_etf.discovery` subpackage; the Python-side `test_equity_shorts_short_volume`; benzinga, stockgrid and alpha_vantage
examples and test cases; all `# pylint:`/`# flake8:`/`# noqa: PLR0912` directives; `poetry.lock` in all nine.
- openbb-news: `obb.news.world` no longer resolves (no v5 provider implements `WorldNews`, so core drops the route); `obb.news.company` keeps only the tmx and nasdaq providers, both gated on openbb-news being installed; the benzinga examples; the develop `test_news_world`/`test_news_company`
integration tests; `poetry.lock`.
- openbb-devtools: `pylint`, `mypy`, `black`, `poetry`, `pytest-freezegun`; the `ruff<0.16` ceiling; `poetry.lock`.
- openbb-bls: the 27 static `assets/*_series.xz`/`*_codes.json` files and `bls_assets.json`; helpers `get_survey_asset`, `download_category_series_ids`, `open_asset`, `update_static_asset`; the `EI` survey from the `cpi` category (now `ixp`); the `choices` list on `BlsSearchQueryParams.category`;
`poetry.lock`.
- openbb-cboe: the module-level `ConstituentsEu` Literal in `models/index_constituents.py`; unconditional `EtfHistorical` registration (now only when openbb-etf is installed); `poetry.lock`.
- openbb-cftc: the `COT`/`COTSearch` fetcher keys (renamed `CftcCot`/`CftcCotSearch`); the standard-model base classes of the COT models; `CftcCotSearchData.__alias_dict__` entries `units`/`commodity`; the `HYPERLIQUID` special case; the `/cftc/get_cot_choices` route (now `/cftc/cot_choices`); the
startup lifespan prefetch; `reports_dict` in `utils/__init__`; `openbb-platform-api` as a runtime dependency; `poetry.lock`.
- openbb-deribit: `DERIBIT_OPTIONS_SYMBOLS`, `OptionsSymbols`, `DERIBIT_FUTURES_CURVE_SYMBOLS`, `FuturesCurveSymbols`, `get_ticker_data`, `check_ohlc_symbol` and the `async_lru` import in `utils/helpers.py`; the `async-lru` dependency; the five VCR cassettes and `tests/test_deribit_fetchers.py`;
every `# pylint:` directive; `poetry.lock`.
- openbb-ecb: `utils/ecb_helpers.py` and `get_series_data`; all use of the `data-detail-api` endpoint; the aiohttp SQLite yield-curve cache; the `assets_issuer_sector_mfi`/`_government`/`_other` portfolio-investment series; `poetry.lock`.
- openbb-us-eia: `utils/total_energy_map.json`; the README "OpenBB Hub" credentials section and hand-written WPSR/STEO tables; the hand-maintained `WpsrCategoryChoices`/`WpsrTableChoices` lists (now derived from the Literal types); every `# pylint: disable` directive; `poetry.lock`.
- openbb-famafrench: the misspelled `famafranch` entry-point key; `poetry.lock`; the `factor_choices` integration tests.
- openbb-federal-reserve: fetcher keys `SvenssonYieldCurve` and `TotalFactorProductivity` (TFP re-homed at `sf/total_factor_productivity`; the `economy` and `fixedincome` routers still declare both models with no provider); `openbb_federal_reserve/router.py`; the `openbb-economy` and
`openbb-fixedincome` dependencies; the "Svensson Yield Curve" and "Total Factor Productivity" apps.json tabs; `poetry.lock`.
- openbb-finra: `utils/data_storage.py` (sqlite short-volume cache); helpers `get_finra_weeks`, `get_finra_data`, `get_full_data`, `aget_finra_weeks`, `aget_finra_data`, `aget_full_data`, `get_adjusted_date`, `get_short_interest_dates`; the VCR cassettes and `tests/test_finra_fetchers.py`;
`poetry.lock`.
- openbb-fred: the synchronous `Fred` client (`utils/fred_base.py`); `utils/ice_bofa_indices.csv` and `get_ice_bofa_series_id`; `get_cp_series_id`, `get_cpi_options`; the `YIELD_CURVE_*` constants except `YIELD_CURVES`; `FREDCommercialPaperData.asset_type`; `FredBondIndicesData.maturity`/`title`;
`FREDSpotRateData.__alias_dict__` and `value_validate`; the repo-level `providers/fred/py.typed`; `poetry.lock`.
- openbb-government-us: the `government_us` provider and entry point; the `GovernmentUs*`/`GovernmentUS*` fetcher classes and `openbb_government_us.models`; `CommodityPsdReport` params `commodity`/`year`/`month`; `use_cache` on committee documents; `bill_url`/`amendment_url` (now
`bill_id`/`amendment_id`); the Congress.gov-API-only sections of `committee_info` markdown; congress.gov URLs in `amendment_text`; six of the eight congress VCR cassettes; `poetry.lock`.
- openbb-imf: the `imf_utils` entry point and every `/imf_utils/*` route; the HTML/`raw` mode of `presentation_table`; the pickled `assets/imf_cache.pkl.gz`; the monolithic `utils/metadata.py`; the hard `openbb-platform-api` and `openbb-economy` dependencies; `integration/test_imf_utils_*.py`;
`poetry.lock`.
- openbb-nasdaq: the `TopRetail` fetcher (the standard model now has no provider); `openbb_nasdaq/app.py` and its routes; `utils/query_params.py` (`DataLinkQueryParams`); the `api_key` credential and Quandl instructions; the `nasdaq-data-link` and `openbb-platform-api` dependencies; all VCR
cassettes, `tests/record/expected_*.json`, `tests/test_nasdaq_app.py`, `tests/test_nasdaq_fetchers.py`; the `NasdaqCalendarIpoData` alias dict and validators; `poetry.lock`.
- openbb-oecd: `CustomHttpAdapter`, `get_legacy_session`, `fetch_data`, `oecd_xml_to_df`, `parse_url`, `check_cache_exists_and_valid`, `write_to_cache`, `query_dict_to_path`, `get_possibly_cached_data`; every `COUNTRY_TO_CODE_*`/`CODE_TO_COUNTRY_*` map; the `defusedxml` dependency; the `Countries`
Literal on the CLI query; `poetry.lock`.
- openbb-sec: the `aiohttp-client-cache`/`aiosqlite` dependencies and every `CachedSession` block; the Form 4 SQLite cache and its helpers; `FISCAL_PERIODS`/`FISCAL_PERIODS_DICT`; the `hmrc-dpl` taxonomy choice; `SecRssLitigationData.published`/`summary`/`link`; the "No valid forms provided"
validation; `poetry.lock`.
- openbb-tmx: `get_data_from_gql`, `get_random_agent`, `get_companies_backend`, `get_indices_backend`, `response_callback`; the lowercase `*_query`/`*_payload` dicts in `utils/gql.py` (including `getIndexBySymbol` and `getIndexPriceHistory`); the `backend` argument of `get_data_from_url`; all 23 VCR
cassettes and `tests/test_tmx_fetchers.py`; `poetry.lock`.
- Repository: `.pylintrc`; the black, ruff-pre-commit, pydocstyle, mirrors-mypy, pylint and codespell-project pre-commit hooks; `general-linting.yml` (renamed and rewritten as `lint-openbb-platform.yml`); `test-unit-platform.yml`; the srvaroa labeler step and `.github/labeler.yml`;
`publish-`/`test-unit-openbb-congress-gov.yml`; cookiecutter `poetry.lock`, `MANIFEST.in`, `cookiecutter.json` and the template's `.coveragerc`, `.secrets.baseline`, `pytest.ini`, `ruff.toml`, `routers/depends.py`, `models/ohlc_example.py`.
Breaking changes
Grouped by package. Packaging, license and dependency-floor changes are listed once per package; the per-package sections below carry the full detail.
**openbb-core**
- Poetry to hatchling/PEP 621 (1.6.13 -> 2.0.0); `pandas` moved to the `openbb-core[pandas]` extra, so `OBBject.to_dataframe/to_polars/to_numpy`, `basemodel_to_df`, `Metadata`, `Fetcher.test` and pandas-backed validators raise `OpenBBError` with an install hint when pandas is absent.
- Dependency floors: uvicorn `>=0.48.0`, fastapi `>=0.137.2` (exact pin dropped; raised from the initial `>=0.136.3` by `f0258c93366` — core's `route_iter.py` uses the private `_IncludedRouter`/`.effective_route_contexts()` API from FastAPI's 0.137.0 router-inclusion refactor), requests `>=2.34.2`, pyjwt `>=2.13.0`, pydantic `>=2.12.3,<3.0.0`, aiohttp `>=3.14.2` (raised from `>=3.13.3` by the same commit), python-multipart `>=0.0.29`, ruff `>=0.15`, plus `tomli>=2.0.0` on Python <3.11; `html5lib` dropped.
- License AGPL-3.0-only -> Apache-2.0 and `APISettings.license_name` default `"AGPLv3"` -> `"Apache-2.0"` (visible in the served OpenAPI info block).
- `OBBject.to_llm()` is annotated `-> str` and returns `"[]"` for empty JSON; `OBBject.to_polars()` raises `OpenBBError` instead of `ImportError` when polars is missing.
- `openbb_core/api/router/commands.py` no longer imports `Charting` from `openbb_charting`; `Charting = ChartingManager.get_charting_class()`; the missing-charting error text is now "No charting extension is installed. Install `openbb-charting` or set `system_settings.charting_extension` to your
engine."
- `Linters.run()` accepts only `linter: Literal["ruff"]`; generated-package linting runs `ruff check --fix-only --unsafe-fixes`.
- `LoggingSettings` lost `user_id`, `user_email`, `user_primary_usage`; the log prefix format lost `%(userId)s`.
- `SingletonMeta` is no longer `Generic[T]`; `Credentials.show()` now unmasks raw `SecretStr` values and prints only declared fields.
- Standard models `BondIndicesData`, `CommercialPaperData`, `MortgageIndicesData`, `SpotRateData` are `date`-only wide layouts (fields listed under Removals); seven standard-model fields became Optional (`CompositeLeadingIndicatorData.value`, `CountryInterestRatesData.date`/`.value`,
`FuturesCurveData.price`, `GdpNominalData.country`, `GdpRealData.country`, `RetailPricesData.description`, `TipsYieldsData.value`).
- FastAPI 0.137+ route iteration: `CommandMap`, coverage maps and `add_command_map` iterate through `iter_api_routes`; exception handlers are registered with `app.add_exception_handler`; `FastAPI(strict_content_type=False)`; `AppLoader.add_openapi_tags` and `rest_api` now override `app.openapi`.
- The committed `openbb/assets/reference.json` changed from a 14-line stub to a 10,207-line snapshot of a developer's local build that references `yfinance` and `equity@1.6.1` — reverted back to the clean 14-line stub by `d377ba941e3` ([#7681](https://github.com/OpenBB-finance/OpenBB/pull/7681)).
**openbb-cli**
- Poetry to hatchling/PEP 621 (1.4.2 -> 2.0.0); runtime dependency `openbb[all]` replaced by `openbb-core[pandas]>=2.0.0`, so `pip install openbb-cli` installs no router extensions or providers; `httpx`, `pyyaml`, `tomli` (py<3.11) added; `pywry` moved to the `interactive` extra; new `charting` and
`all` extras.
- Default mode is non-TTY one-shot: `openbb <command.path> --key value` dispatches once and prints a JSON line; the REPL needs `-i/--interactive`; `main(argv=None) -> int`; the legacy `parse_args_and_run` flags (`-t`, `-m`, `-f`, `--HistoryManager.hist_file`) are unreachable from the `openbb` entry
point.
- `Settings.USE_INTERACTIVE_DF` defaults to False; new `Settings.OUTPUT_MODE` (`rich|json|tsv|html`, default `tsv`, REPL command `output`); `-i` flips both to interactive defaults.
- `Session` is lazy (`_obb`, `prompt_session`, `backend` properties; `_get_prompt_session` -> `_build_prompt_session`; new `output_adapter`, `is_interactive`); the backend class is resolved through `openbb_core.app.charting.get_charting_backend_class()` then
`ChartingManager.get_charting_class().get_backend_class()`.
- `CLIController.__init__` gained keyword-only `backend`; `CHOICES_COMMANDS`/`CHOICES_MENUS` are per-instance (class lists are `CHOICES_COMMANDS_BUILTIN`/`CHOICES_MENUS_BUILTIN = ["settings", "user", "feature"]`); `run_cli`, `main`, `launch` accept `backend=`.
- `PlatformControllerFactory.__init__(platform_router=None, *, backend=None, router_name=None, reference=None)` raises without `backend` or `platform_router`; `router_name`/`controller_name` are read-only properties; `PlatformController.__init__` gained `paths` and a changed `ValueError` message.
- `ArgparseClassProcessor._build_paths` lost `depth` and no longer recurses (`"subpath"` only); `Registry.all` returns `obbject.model_dump(exclude={"results"})` so `command`/`register_key` live under `extra`; `Registry.register` accepts any OBBject whose `results is not None`.
- `BaseController.check_path` accepts digits, `_` and `-`; `parse_input` prepends `home` for inputs starting with `/` and protects `-f/--file` paths; `results` gained `-i`/`-k` aliases and `db`/`sqlite`/`sqlite3` export choices and renders through `output_adapter`.
- OBBject results in `PlatformController` render through `session.output_adapter.display(...)` and `extract_dataframe(obbject)`; `SettingsController` enumerates `session.settings.__class__.model_fields`.
- `LocalBackend.routers` skips `user`, `system`, `account` and names starting with `_` (develop excluded any `obb` attribute containing `_`), so routers with underscores now appear; the `system` command is gone and `user` is a `/user/` menu.
- The test workflow installs with `uv pip install --system -e ".[charting]" --group dev` on a 9-cell matrix; README moved to "ODP Command-Line Interface" and the docs link to `docs.openbb.co/odp/cli`.
**openbb-platform-api**
- Poetry to hatchling/PEP 621 (1.3.6 -> 2.0.0); `openbb-core>=2.0.0`; `tomli>=2.0` on py<3.11; license Apache-2.0. The release cleanup removed `poetry.lock`; `uv.lock` remains.
- `main.py` is a thin bootstrap (`--help`/`-h` short-circuit, TOML bootstrap, `globals().update` re-export of `app.app`); `utils/api.py`, `query_models.py`, `response_models.py`, `utils/merge_agents.py`, `utils/merge_apps.py` are lazy or re-export shims over `app/`, `models/`, `service/` and
`utils/network.py`; `check_for_platform_extensions` moved to `app/bootstrap.py`.
- Route discovery uses `iter_api_routes(app)` and `getattr(route, "original_route", route).endpoint` instead of `isinstance(route, APIRoute)`; `import_app` installs the six exception handlers inline and applies CORS through `apply_cors_from_system_service`; the default `rest_api.app` is imported
only when no `--app`/`--spec` app is supplied.
- widgets.json generation: `format: "date"` fields emit `cellDataType: "dateString"` (`date-time` keeps `"date"`); a `date` column gets `"sort": "desc"`; `fiscal_year`, `year`, `year_born`, `calendar_year` emit `cellDataType: "text"` with `formatterFn: "none"`; routes with a 2xx `event-stream`
response are skipped; SSRM routes are auto-promoted to `ssrm_table`.
- `--spec` and `--app` are mutually exclusive (`ValueError` at startup).
- The bootstrap pushes TOML `[system]`/`[user]` onto `SystemService`/`UserService` and applies `.env` and `OPENBB_*` promotion before the launcher imports.
**openbb-mcp-server**
- Poetry to hatchling/PEP 621 (1.4.1 -> 2.0.0); `openbb-core>=2.0.0`, `fastapi>=0.138.2`, `fastmcp>=4.0.9` (was `>=3.2.0`), `tomli>=2.0` on py<3.11; license Apache-2.0.
- Console script `openbb-mcp` targets `openbb_mcp_server.main:main`; `parse_args()` moved to `app/args.py` and returns `{app, transport, mcp_overrides, uvicorn_overrides}` instead of an `Args` object; `import_app` moved to `app/bootstrap.py`; `cl_doc` renamed `LAUNCH_SCRIPT_DESCRIPTION` (lazy
aliases kept in `utils/app_import.py`).
- Tool discovery is stateless: route tools stay enabled but hidden behind `OpenBBToolCatalog` (`search_tools`/`call_tool`); `default_tool_categories` is ignored in that mode; `mcp_config.enable: false` no longer disables a tool when discovery is on; `available_tools` is synchronous and returns name
plus description only.
- `allowed_tool_categories` is now enforced (routes outside it are never registered); `module_exclusion_map={}` hides nothing; `exclude_args` is applied to tool input schemas.
- `create_mcp_server(auth=...)` accepts `AuthProvider | tuple[str, str] | list[str] | None` and raises `TypeError` otherwise; `TokenAuthProvider` subclasses fastmcp `TokenVerifier` and takes a `(username, password)` tuple; `get_auth_provider(auth)` no longer takes settings.
- The three `on_duplicate_*` settings collapsed into `on_duplicate` (`OPENBB_MCP_ON_DUPLICATE`); `--version` sets `MCPSettings.version` instead of reaching uvicorn; `write_to_file` omits a default `default_skills_dir`.
- Non-GET tools on multi-method paths get a `_<method>` suffix; `output_schema` is `None` for routes without a JSON 2xx response; `StaticPrompt.render` returns `fastmcp.prompts.base.Message` objects; `execute_prompt(prompt_name=...)` became `get_prompt(name=...)`.
- `process_fastapi_routes_for_mcp` no longer rewrites `app.router.routes`; exclusions are `MCPType.EXCLUDE` RouteMaps and routes are walked with `fastapi.routing.iter_route_contexts`.
**openbb-technical**
- Poetry to hatchling/PEP 621 (1.6.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`; new required `scipy>=1.11`, `statsmodels>=0.14`; entry point `openbb_technical.router:router`; license Apache-2.0; hard dependency on `openbb_core.app.route_iter.iter_api_routes`.
- Every command takes a single `params: XxxQueryParams` body (all HTTP params move from the query string into the JSON body) and returns typed `XxxData` rows containing only `date` plus renamed indicator columns; warm-up rows are dropped (`.dropna()`) for the pandas-ta backed indicators (exceptions:
`demark`, `ichimoku`, `realized_volatility` with `clean=False`, `supertrend`, `pivot_points`, `clenow`).
- Defaults: `bbands.length` 50 -> 20, `adx.length` 50 -> 14, `kc.scalar` 20 -> 2.0; `bbands.std` `NonNegativeFloat` -> `PositiveFloat`; `atr.drift`, `stoch` periods, `adx.drift`, `rsi/macd/aroon/sma/ema/wma/hma/zlma` lengths -> `PositiveInt`; `rsi/adx/aroon.scalar` -> `PositiveFloat`;
`cones.trading_periods` -> `PositiveInt | None`.
- Column renames: `bbands` -> `lower, middle, upper, bandwidth, percent`; `kc`/`donchian` -> `lower, middle, upper`; `macd` -> `macd, signal, histogram`; `aroon` -> `aroon_up, aroon_down, aroon_oscillator`; `ichimoku` -> `tenkan_sen, kijun_sen, senkou_a, senkou_b, chikou_span`; `fisher` ->
`fisher, signal`; `stoch` -> `k, d`; `cones` -> `lower`/`upper`; `fib` -> `level`/`price`; `demark` rows are `date, up, down`; `clenow` returns per-bar float rows.
- Signal endpoints live under `/technical/signals/*` (`obb.technical.signals.*`); `relative_rotation` takes a single `params` model and is categorised `multi`.
**openbb-quantitative**
- Poetry to hatchling/PEP 621 (1.6.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, explicit `numpy>=1.24`, `scipy>=1.11`, `statsmodels>=0.14`; entry point `openbb_quantitative.router:router`; license Apache-2.0.
- Every command takes a single `params: XxxQueryParams`; `normality` and `unitroot_test` responses are flattened (`kurtosis_statistic`, `adf_statistic`, `kpss_p_value_interpolated` and the other fields listed in the openbb-quantitative section); `summary` percentiles renamed `p25/p50/p75`; rolling
columns lose the window suffix (`skew`, `variance`, `stdev`, `kurtosis`, `mean`, `median`/`quantile`); `stats.*` return a single typed record; `sharpe_{window}` -> `sharpe_ratio`; the sortino column (formerly named after the target) -> `sortino_ratio`; `date` is emitted as a literal key.
- `rolling.quantile` raises `KeyError('date')` for a non-`date` `index`; `quantile_pct` is constrained `ge=0.0, le=1.0`; `capm` resamples to month-start closes and regresses on `mkt_rf` directly (no double risk-free subtraction); `get_fama_raw` columns are `mkt_rf, smb, hml, rf` on index `date`;
`validate_window` message changed; `CAPMModel` -> `CapmData` and all non-list responses subclass `Data`; `OmegaModel` -> `OmegaRatioData` with a `bins` parameter.
**openbb-econometrics**
- Poetry to hatchling/PEP 621 (1.7.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, direct `statsmodels>=0.14`, `scipy>=1.11`, open floors `arch>=7.2`, `linearmodels>=6`; entry point `openbb_econometrics.router:router`; license Apache-2.0.
- Every command takes a single `params: <x>QueryParams` and returns typed `Data`: `ols_regression` returns coefficient rows; `ols_regression_summary` returns `OlsRegressionSummaryData`; `autocorrelation.score` -> `durbin_watson`; `residual_autocorrelation` keys ->
`lm_statistic/lm_p_value/f_statistic/f_p_value`; `cointegration` -> `pair/c/gamma/alpha/adf_stat/p_value` rows; `causality` -> `test/statistic/p_value/lag` rows; `unit_root` keys -> `adf_stat/p_value/used_lag/nobs/ic_best` plus `critical_values`; all `panel_*` return `PanelRegressionData`
coefficient rows; `variance_inflation_factor` is long-format; `correlation_matrix.comp_to` is `str`.
- `panel_fixed` now fits without a constant and with `entity_effects=True` by default; integration tests no longer fetch from fmp/yfinance.
**openbb-charting**
- Version stays 3.0.0 on both branches, so the publish workflow will refuse a release if 3.0.0 is already on PyPI until `[project].version` is bumped.
- Poetry to hatchling/PEP 621; `openbb-core[pandas]>=2.0.0`; `plotly>=6.3.1` without an upper bound (Plotly 7 handled); `pandas-ta-openbb>=0.4.24`; `pywry` extra floor lowered to `>=2.0.0`; license Apache-2.0; entry point moved to `[project.entry-points."openbb_obbject_extension"]`.
- `Charting._extension_views` (eager class attribute) replaced by lazy `_get_extension_views()` with `_extension_views_cache`; `create_line_chart`/`create_bar_chart` always return the figure; `Charting.__init__` builds the backend from `get_backend_class()` (entry-point override or built-in
`Backend`).
- Platform interfaces (core `commands.py`, package builder, command runner, the CLI) resolve the engine through `ChartingManager` instead of importing `openbb_charting` by name; the missing-charting error text changed.
- openbb-technical no longer imports `openbb_charting` at import time; openbb-cli no longer pulls openbb-charting transitively.
**Pass-through router extensions**
- Nine packages (commodity 1.5.2, crypto/currency/derivatives/economy/equity/etf/fixedincome/index 1.6.2) moved to 2.0.0 on hatchling/PEP 621 with `openbb-core>=2.0.0`, entry points under `[project.entry-points.*]` and license Apache-2.0.
- `EtfViews` return annotations became `tuple[Any, dict[str, Any]]`; the session-scoped `obb` fixture now `pytest.skip`s when integration tests are disabled; the eight `obb.regulators.sec.*` commands are `obb.sec.*` (a stale `obb.regulators.sec.institutions_search` example survives in
`ownership_router.py`).
**openbb-news**
- Poetry to hatchling/PEP 621 (1.6.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `feedparser>=6.0`, `lxml>=5.0`; entry point `openbb_news.router:router`; description "RSS news feeds extension for OpenBB"; license Apache-2.0.
- `news.world` has no provider on v5 and `news.company` is served only by tmx and nasdaq; the metapackage still pins `openbb-news = "^1.6.2"`.
**openbb-devtools**
- Poetry to hatchling/PEP 621 (1.6.8 -> 2.0.1); `pylint`, `mypy`, `black`, `poetry`, `pytest-freezegun` dropped; `ty>=0.0.40`, `httpx2>=2.0.0`, `types-requests`, `pytest-freezer>=0.4.9` added; `pytest-recorder>=1.0.0` (whose deps are now ruff/ty/vcrpy 8.3.0); `ruff>=0.15` unbounded; license
Apache-2.0.
- Consumers that no longer path-source devtools (cli, platform-api, mcp-server, the 13 router/toolkit extensions) resolve `openbb-devtools>=2.0.1` from an index that nothing in the repo publishes.
**openbb-bls**
- Poetry to hatchling/PEP 621 (1.3.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `requests`, `beautifulsoup4`, `lxml`, `openpyxl`; license Apache-2.0; building needs network access to download.bls.gov (or an existing `bls_cache.zip`); the metapackage still pins `openbb-bls = "^1.3.1"`, which does not admit 2.0.0.
- `BlsSeries` default window is the earliest `begin_year` of the requested symbols (fallback 20 years) instead of 3 years; chunking is 50 symbols/20 years with a key and 25/10 without; new `category` param; `BlsSeriesData` gained chart widget config and `formatterFn: percent` on percent-change
columns.
- `BlsSearch` gained a no-op `symbol` param, recency ordering, synthesized titles and the `ixp` category (EI series left `cpi`); several category display names changed.
- `/bls/search`, `/bls/series`, `/bls/calendar` register only when openbb-economy is absent; the calendar fetcher key switches between `EconomicCalendar` and `BlsEconomicCalendar`; searching without the shipped `bls_cache.zip` raises `KeyError`.
- `BlsSeries` still lacks `require_credentials = False`, so `obb.bls.series` raises "Missing credential 'api_key'" through the command path although the README says no key is required.
**openbb-cboe**
- Poetry to hatchling/PEP 621 (1.6.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, `aiohttp-client-cache>=0.11`, `aiosqlite>=0.20`; license Apache-2.0; new `openbb_core_extension` router at `/cboe`; the metapackage pins `openbb-cboe ^1.6.0` (develop `^1.6.1`), which cannot resolve 2.0.0.
- Fetcher keys are conditional on openbb-equity/etf/index/derivatives (`Cboe*` aliases otherwise); `EtfHistorical` only with openbb-etf.
- `IndexConstituents.symbol` is `CONSTITUENTS_EU | CONSTITUENTS_AU` with a new `session` param and many new fields; `IndexSnapshots.region` adds `au`, symbols lose the `^` prefix and gain `name`; percent columns and OHLC values are no longer rounded; `EquityQuote` drops `multiple_items_allowed`
(fetcher still splits on commas).
- Daily index history comes from per-symbol `_History.csv` files (no `volume`); multi-date `FuturesCurve` returns a wide shape and `expiration` became `str | None`; options `dte` is anchored to 16:00 ET; default dates use the New York session; caching is a shared per-loop backend with per-URL TTLs;
model imports instantiate `SystemService()` at import time.
**openbb-cftc**
- Poetry to hatchling/PEP 621 (1.4.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `xlrd`, `openpyxl`, `diskcache`, `pyarrow`; `openbb-platform-api` dropped; license Apache-2.0.
- `COT` -> `CftcCot`, `COTSearch` -> `CftcCotSearch` fetcher keys and router models; the COT models no longer subclass the core standard models; `query` default `""` -> `None`; `/cftc/get_cot_choices` -> `/cftc/cot_choices`; `apps.json` moved under `assets/`; the startup lifespan prefetch is gone;
`reports_dict` moved to `utils/constants`; COT responses are disk-cached for one hour.
**openbb-deribit**
- Poetry to hatchling/PEP 621 (1.2.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, `aiohttp-client-cache>=0.11`, `aiosqlite>=0.20`; `async-lru` dropped; license Apache-2.0; new `openbb_core_extension` router at `/deribit`.
- The five standard keys (`FuturesCurve`, `FuturesHistorical`, `FuturesInfo`, `FuturesInstruments`, `OptionsChains`) register only with openbb-derivatives installed (`Deribit*` aliases and `/deribit/futures/*`, `/deribit/options/chains` otherwise).
- `FuturesCurve.symbol` is a plain `str` (no `validate_symbol`), `hours_ago` is `str | None`, the curve is priced off `mark_price` and excludes the perpetual; `FuturesHistorical` lost its query-time symbol validator and `volume_notional` is Optional; `FuturesInfo` fields
`best_bid_price/best_ask_price/best_bid_amount/best_ask_amount` -> `bid/ask/bid_size/ask_size` and `change_percent` is no longer divided by 100.
- Options chains: any listed root is accepted; `mark_iv`, `bid_iv`, `ask_iv`, `price_change` are no longer divided by 100 and `interest_rate` is multiplied by 100; `contract_size` comes from the instrument spec; several list fields lost their `default_factory`; websocket timeout 2 s -> 15 s.
- Helper API: `get_instruments(currency="any", kind=None, expired=False)`; constants moved to `utils/constants` (`Currencies` no longer includes `"all"`); `BASE_URL` moved to `utils/client` and includes `/api/v2`.
**openbb-ecb**
- Poetry to hatchling/PEP 621 (1.6.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `requests`, `defusedxml`, `diskcache`, `beautifulsoup4`, `markdownify`; license Apache-2.0; a hatch build hook fetches the SDMX catalogue when `ecb_cache.json.xz` is absent; new `openbb_core_extension` router at
`/ecb`; the metapackage pins `openbb-ecb ^1.6.0`, which cannot resolve 2.0.0.
- `BalanceOfPayments`, `CurrencyReferenceRates`, `YieldCurve` keys register only with openbb-economy/currency/fixedincome installed (`Ecb*` aliases otherwise).
- The yield curve is fetched as one OR-joined SDMX key within a 14-day window per date (single-date misses raise `EmptyDataError` instead of resolving to the nearest earlier date); `BalanceOfPayments` gained `start_date`/`end_date`/`use_cache`, `aextract_data` returns flat observation records,
series ids lost the `BPS.` prefix and several keys were renamed to the standard field names; `CurrencyReferenceRates.extract_data` returns a `{"time", "rates"}` dict; importing the package loads the catalogue.
**openbb-us-eia**
- Poetry to hatchling/PEP 621 (1.3.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `curl-cffi`, `fastmcp>=2.0`, `feedparser`; license Apache-2.0; cold builds need an EIA key and network access; new `openbb_core_extension` router `eia` (`obb.eia`).
- `petroleum_status_report` and `short_term_energy_outlook` register under `obb.eia` only when openbb-commodity is absent; STEO periods are parsed with explicit formats; `response_callback` raises `OpenBBError` on any `error` envelope.
**openbb-famafrench**
- Poetry to hatchling/PEP 621 (1.2.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`; the provider entry-point key `famafranch` corrected to `famafrench`; license Apache-2.0; integration tests moved into the provider and self-host uvicorn.
**openbb-federal-reserve**
- Poetry to hatchling/PEP 621 (1.6.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, `openbb-platform-api>=2.0.0`, new `diskcache`, `defusedxml`, `curl-cffi`, `pdfplumber`; `openbb-economy`/`openbb-fixedincome` dropped; license Apache-2.0.
- Core-extension entry point moved to `openbb_federal_reserve.federal_reserve_router:router` (an OpenBB `Router`), creating the `obb.federal_reserve` namespace; the 11 surviving standard keys are conditional on openbb-economy/fixedincome (`FederalReserve*` aliases and fallback commands otherwise).
- `MoneyMeasures` values are dollars (x1e9); `PrimaryDealerFails` and `PrimaryDealerPositioning` drop the standard bases and return wide per-date records; `CentralBankHoldings` lost its x1000 frontend-multiply metadata; caching moved to `diskcache` (`OPENBB_FEDERAL_RESERVE_CACHE_DIR`); FOMC document
lists refresh at the next FOMC date.
**openbb-finra**
- Poetry to hatchling/PEP 621 (1.6.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`; license Apache-2.0; new `openbb_core_extension` router at `/finra`; fetcher keys conditional on openbb-equity/fixedincome (`Finra*` aliases otherwise).
- Short interest reads `otcMarket/consolidatedShortInterest` (sqlite CSV cache gone), decodes `market_class`, sorts by `(symbol, settlement_date)` and raises `EmptyDataError` when empty; OTC without a symbol returns only the latest week and with a symbol returns full history (no 52-week cap);
`BondPrices` rejects `country`, `isin`, `lei`, `currency`, `issued_amount_min/max` and unfiltered MBS/CMO searches; empty results surface as HTTP 204.
**openbb-fred**
- Poetry to hatchling/PEP 621 (1.6.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, `diskcache>=5.6`; license Apache-2.0; new `openbb_core_extension` router `fred`; 32 standard keys switch to `Fred*` aliases when the owning extension is absent.
- Percent values are no longer divided by 100 across roughly twenty models (Ameribor, BalanceOfPayments, BondIndices, CommercialPaper, ConsumerPriceIndex, EuroShortTermRate, FederalFundsRate, HighQualityMarketCorporateBond, ManufacturingOutlookNY/Texas, MortgageIndices, NonFarmPayrolls,
OvernightBankFundingRate, RetailPrices, SeniorLoanOfficerSurvey, SOFR, SurveyOfEconomicConditionsChicago, TipsYields, UniversityOfMichigan, YieldCurve).
- `CommercialPaper`, `BondIndices`, `MortgageIndices` are wide (one column per series); `SpotRate` rows are `{date, maturity, rate}`; nine fetchers switched from `extract_data` to `aextract_data`; Chicago survey columns renamed to the standard names; `fred_get_many` re-raises the first failure;
`FederalFundsRate` default `start_date` logic changed; `use_cache` added to every model.
**openbb-government-us**
- Poetry to hatchling/PEP 621 (1.6.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `curl-cffi`, `defusedxml`, `diskcache`, `httpx`, `openpyxl`, `xlrd`; license Apache-2.0.
- The single `government_us` provider is replaced by `congress_gov`, `us_treasury` and `usda` with routers `uscongress`, `ustreasury`, `usda`; `provider="government_us"` no longer exists (the commodity and fixedincome routers still carry stale `government_us` examples); fetcher classes renamed
`Us*`/`Usda*`; `openbb_congress_gov.*` -> `openbb_government_us.congress.*`.
- Congress identifiers are `bill_id`/`amendment_id` (`119-hr-29`, `119-hamdt-2`) instead of URLs; data comes from GovInfo bulk files, the API key is optional (fallback for Congresses before 108); `CommodityPsdData` is pivoted wide with marketing-year columns; `CommodityPsdReport` is a POST `urls`
download; `TreasuryPrices` gained a required `date`; the `uscongress` router warms an on-disk SQLite cache at API startup.
**openbb-imf**
- Poetry to hatchling/PEP 621; version 2.1.3 -> 2.1.2 (lower); `openbb-core[pandas]>=2.0.0`, `requests>=2.31`; `charting` extra `openbb-charting>=3.0.0`; `openbb-platform-api` and `openbb-economy` dropped; license Apache-2.0.
- Core-extension entry point `imf_utils` -> `imf`: every `/api/v1/imf_utils/*` route and `obb.imf_utils.*` command is now `/api/v1/imf/*` / `obb.imf.*`; `list_port_id_choices` moved to `/imf/portwatch/`; `presentation_table` returns AG-Grid rows only (no HTML/`raw`), `country` is single-select and
the category is "IMF Data".
- Fetcher keys switch to `Imf*` aliases without openbb-economy; the metadata cache is xz JSON (`imf_cache.json.xz`, gitignored, generated at build); `utils/metadata.py` became a mixin package; router commands take a `Depends`-injected `ImfMetadataDependency`;
`ImfAvailableIndicatorsFetcher.extract_data` is async; unknown `dimension_values` raise `ValueError`; CPI `symbol` is the raw `series_id` and `country` defaults to `"USA"`; importing `openbb_imf` loads the catalogue.
**openbb-nasdaq**
- Poetry to hatchling/PEP 621 (1.6.3 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `aiohttp-client-cache`, `aiosqlite`, `python-dateutil`, `data-link` extra `pdfplumber`; `nasdaq-data-link` and `openbb-platform-api` dropped; no credentials; license Apache-2.0; new `openbb_core_extension` router
`nasdaq`.
- Fetcher keys are conditional on the owning extension (`Nasdaq*` aliases otherwise); `TopRetail` is gone (the `obb.equity.discovery.top_retail` command has no provider); `website`/`repr_name` changed.
- `HistoricalDividends.symbol` drops `multiple_items_allowed` and resolves the asset class via the listing directory; `EquityScreener.market_cap` and `CalendarEarnings.market_cap` are `float | None`; the screener uses the `download=true` endpoint; IPO calendar sorts per status and raises a
differently worded `EmptyDataError`; the symbol directory is fetched over HTTPS; `get_headers()` drops the `Host` header; JSON requests go through a SQLite HTTP cache.
**openbb-oecd**
- Poetry to hatchling/PEP 621 (1.6.1 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, `requests>=2.31`; `defusedxml` dropped; license Apache-2.0; core-extension entry point `oecd` (renamed from `oecd_utils` in [#7509](https://github.com/OpenBB-finance/OpenBB/pull/7509)); fetcher keys switch to `Oecd*`
aliases without openbb-economy.
- Country slugs were regenerated from SDMX constraints (`czech_republic` -> `czechia`, `turkey` -> `turkiye`, `south_korea` -> `korea`, `oecd_total` -> `oecd`, `slovakia` -> `slovak_republic`, and others); result `country` values are OECD labels; validators normalize instead of rejecting; four
fetchers switched from `aextract_data` to sync `extract_data`.
- House price index `yoy`/`period` values are divided by 100 and the monthly-to-quarterly fallback triggers on any exception; CPI lost its CSV cache, uses `TRANSFORMATION` codes, accepts multiple `expenditure` values and gained required fields; every migrated fetcher wraps failures in `OpenBBError`
so `EmptyDataError` no longer surfaces; `oecd_date_to_python_date` returns `None` instead of raising.
**openbb-sec**
- Poetry to hatchling/PEP 621 (1.6.7 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, `openbb-platform-api>=1.3.6`, `fastmcp>=3.2.0`, `diskcache>=5.6.3`; license Apache-2.0; new `openbb_core_extension` router `sec`.
- All commands moved from `obb.regulators.sec.*` / `/api/v1/regulators/sec/*` to `obb.sec.*` / `/api/v1/sec/*`; standard equity/ETF fetcher keys become `Sec*` aliases (and `obb.sec.*` commands) when openbb-equity/openbb-etf are absent.
- `compare_company_facts.fiscal_period` -> `calendar_period` (with derived standalone Q4 and `calendar_year`/`calendar_period` output fields); `SecRssLitigationData` fields `published/summary/link` -> `date/excerpt/url` plus `body`, `author` and a `limit` param; `SecBaseFiling` -> `Filing` (alias
kept); `hmrc-dpl` -> `frc-core`/`frc-dpl`; `url` params are `str | None` with strict sec.gov host validation; `use_cache` narrowed to `bool` on four query models; caching moved to one `diskcache` store under `<cache>/sec` with a 9 req/s rate limiter.
**openbb-tmx**
- Poetry to hatchling/PEP 621 (1.5.2 -> 2.0.0); `openbb-core[pandas]>=2.0.0`, new `curl-cffi`, `diskcache`, `lxml`, `pyarrow`, `tzdata`, `python-dateutil`, `pdfplumber`; extras `charting`, `builder`, `all`; license Apache-2.0; new `openbb_core_extension` router `tmx`; every standard fetcher key is
conditional on the owning extension (`Tmx*` aliases otherwise).
- `EquitySearch` reads the QuoteMedia symbology with new `country`/`symbol_only`/`limit` params (default 200 Canadian listings) and raises `EmptyDataError` on no match; `IndexConstituents` uses GraphQL, `market_value` alias `quotedmarketvalue` -> `quotedMarketValue`, `aextract_data` returns a list;
`EquityHistorical.high/low` are Optional; `CalendarEarnings` raises `EmptyDataError` on empty windows; `EtfSearch.div_freq` widened; options chains come from QuoteMedia with greeks; `helpers.get_data_from_url` lost `backend`; `utils/gql.py` was rewritten with uppercase constants;
`normalize_symbol` no longer strips `.TSXV` for `PriceTargetConsensus`.
**Repository and tooling**
- Root `LICENSE` and every package are Apache-2.0; `.pylintrc` deleted; `ruff.toml` line-length 122 -> 88 (rule `Q` dropped, `E501`/`D206`/`D300` ignored, `[format]` section added); `ty.toml` added; the pre-commit `ty` hook points at the untracked `.github/scripts/ty_per_package.sh`.
- `dev_install.py` is a uv-based installer with a single `--routers` flag (`-e/--extras` and `-c/--cli` are gone); `noxfile.py` installs uv and calls `dev_install.py --routers`; `test-unit-cli.yml` and the platform lint workflow were rewritten; `general-linting.yml` and `test-unit-platform.yml` are
gone.
- openbb-cookiecutter 0.6.0 -> 1.0.0 on hatchling; the template generates hatchling projects with `openbb-core[pandas]>=2.0.0`, entry points under `[project.entry-points.*]` and an `obbject_name` default of `template_ext`.
- At the initial inventory, the root `openbb` metapackage was still on Poetry and the legacy `build/` publish/nightly scripts were incompatible with V5. The metapackage was migrated to hatchling/PEP 621 version 5.0.0 in direct commit `6d8e44100ab`; `openbb_platform/poetry.lock` and the obsolete scripts were removed, and `uv.lock` is now committed.
- The desktop app's vite/vitest/esbuild bumps from develop were discarded by the same merge; `publish-openbb-jodi.yml` still checks out `base.ref || 'develop'`.
openbb-core
openbb-core 1.6.13 -> 2.0.0 is the V5 foundation. The packaging and lint migration, the package-builder split and the first coverage push came in [#7482](https://github.com/OpenBB-finance/OpenBB/pull/7482) and [#7484](https://github.com/OpenBB-finance/OpenBB/pull/7484);
the layered `openbb.toml` config loader in [#7492](https://github.com/OpenBB-finance/OpenBB/pull/7492); streaming in [#7530](https://github.com/OpenBB-finance/OpenBB/pull/7530); the engine-agnostic charting layer in [#7545](https://github.com/OpenBB-finance/OpenBB/pull/7545);
FastAPI 0.137+ route iteration in [#7537](https://github.com/OpenBB-finance/OpenBB/pull/7537); the Flask migration toolkit in [#7264](https://github.com/OpenBB-finance/OpenBB/pull/7264); the vectorized `basemodel_to_df` in [#7622](https://github.com/OpenBB-finance/OpenBB/pull/7622);
the license flip in [#7677](https://github.com/OpenBB-finance/OpenBB/pull/7677). [#7485](https://github.com/OpenBB-finance/OpenBB/pull/7485) pinned the dev group, [#7669](https://github.com/OpenBB-finance/OpenBB/pull/7669) reshaped four FRED-backed standard models, and
[#[7494](https://github.com/OpenBB-finance/OpenBB/pull/7494)/[#7495](https://github.com/7494](https://github.com/OpenBB-finance/OpenBB/pull/7494)/[/issues/7495)](https://github.com/OpenBB-finance/OpenBB/pull/7495) only regenerated `openbb/assets/reference.json`. Twenty-two direct commits (listed above) added POST-body unpacking, docstring-generator fixes, the swagger tag grouping and the
thread-safe singleton.
**Removed**
- `html5lib` dependency.
- `Linters.black()`; `Linters.run()` accepts `linter: Literal["ruff"]` only.
- `LoggingSettings.user_id`, `user_email`, `user_primary_usage` (read from `hub_session`) and the `%(userId)s` field of `FormatterWithExceptions.LOGPREFIXFORMAT`; nothing in openbb_core references `hub_session` any more.
- Standard-model fields `BondIndicesData.symbol/value`, `CommercialPaperData.symbol/maturity/rate/title`, `MortgageIndicesData.symbol/name/rate`, `SpotRateData.rate`: every requested series is now its own column.
- `integration/test_obbject.py` (required real providers) and `poetry.lock`.
- Nearly every `# pylint: disable` directive (three `import-outside-toplevel` lines survive in `openbb_core/app/config/loader.py`).
**Breaking**
- Packaging: `[tool.poetry]` -> `[project]`, build backend `poetry.core.masonry.api` -> `hatchling.build`, wheel packages `["openbb_core", "openbb"]`, `uv.lock` replaces `poetry.lock`; the sdist ships only `openbb_core`, `openbb`, `README.md`, `pyproject.toml`.
- `pandas` is the `openbb-core[pandas]` extra; `require_optional("pandas")` guards `OBBject.to_dataframe/to_polars/to_numpy`, `basemodel_to_df`, `Metadata`, `Fetcher.test`, `OptionsChainsProperties.dataframe` and the pandas-backed standard-model validators.
- Dependency floors: uvicorn `>=0.48.0`, fastapi `>=0.137.2` (raised from `>=0.136.3` by `f0258c93366`), requests `>=2.34.2`, pyjwt `>=2.13.0`, pydantic `>=2.12.3,<3.0.0`, aiohttp `>=3.14.2` (raised from `>=3.13.3` by the same commit), python-multipart `>=0.0.29`, ruff `>=0.15`, `tomli>=2.0.0; python_version<'3.11'`; `requires-python` stays `>=3.10,<4`.
- License Apache-2.0; `APISettings.license_name` default `"Apache-2.0"`; README license section rewritten.
- `OBBject.to_llm() -> str` (returns `"[]"` when empty); `OBBject.to_polars()` raises `OpenBBError` with `pip install polars pyarrow` when polars is missing.
- `api/router/commands.py` uses `Charting = ChartingManager.get_charting_class()` and `CHARTING_INSTALLED = Charting is not None`; `StaticCommandRunner._chart` resolves the accessor via `ChartingManager.accessor_name()` with a new error message; `PackageBuilder` computes
`CHARTING_INSTALLED = ChartingManager.is_installed()`.
- `SingletonMeta` is thread-safe and no longer `Generic[T]`.
- `Credentials.show()` iterates `type(self).model_fields`, unmasks raw `SecretStr` values and no longer prints undeclared extra credentials.
- The committed `openbb/assets/reference.json` is a 10,207-line local-build snapshot listing `equity@1.6.1`, `technical@2.0.0` and `yfinance@1.6.2` — reverted back to a clean 14-line stub by `d377ba941e3` ([#7681](https://github.com/OpenBB-finance/OpenBB/pull/7681)); `openbb/package/__init__.py` now matches the builder's unchanged `""" Autogenerated OpenBB module."""` output.
**New**
- Layered configuration (`openbb_core.app.config`: `load_config`, `load_layered_config`, `apply_config_to_services`, `apply_settings_to_env`, `load_env_files`, `render_config_template`). Resolution order: model defaults -> `system_settings.json`/`user_settings.json` -> `[tool.openbb]` in the nearest
`pyproject.toml` -> `~/.openbb_platform/openbb.toml` (or `.openbb.toml`) -> `./openbb.toml` walking up from CWD -> `$OPENBB_CONFIG` -> `.env` files (`~/.openbb_platform/.env`, `$OPENBB_ENV_FILE`) -> `OPENBB_*` env vars.
`[system]`/`[user]` tables deep-merge and the top-level keys `debug-mode`, `test-mode`, `headless`, `logging-suppress`, `allow-mutable-extensions`, `allow-on-command-output` promote onto `[system]`.
- `openbb_core.app.model.aggrid`: `AgGridRowsRequest`, `AgGridRowsResponse[Row]`, `AgSortColumn`, `AgFilterModel`, `AgGroupingModel`; routes using them are auto-promoted to `ssrm_table` widgets by the platform-api generator.
- Streaming: `OBBStream` (`openbb_core/app/model/stream.py`) with `id` (uuid7), `provider`, `warnings`, `extra`, `media_type`, `async for`, `start(output=None, handler=None)` on a background thread (stdout, path, file or socket sink), `stop()`, `wait()`, `aiter()`, `aiter_bytes()`,
`OBBStream.from_query()` and a module-level `stop_all()` wired to atexit/SIGINT/SIGTERM.
- Fetcher streaming contract: `Fetcher.stream_data(query, data, **kwargs)` (async generator), `Fetcher.is_streaming`, `_get_data_type` unwraps async/sync iterator containers, `Fetcher.fetch_data` returns `stream_data(...)` for streaming fetchers, `Fetcher.test` delegates to `_test_stream`,
`RegistryMap._get_results_type` normalizes async-iterator return types to `list`.
- Router/API streaming plumbing: `Router.command` sets `response_model=None` and registers a `200: text/event-stream` response for `-> OBBStream` endpoints; the API wrapper returns a `StreamingResponse` from `output.aiter_bytes()` with `X-OpenBB-Stream-Id`, `X-OpenBB-Provider`, `X-OpenBB-Warning`
headers and passes raw Starlette `Response`s through; `Container._run` wraps a `body_iterator` into `OBBStream`; the docstring generator emits `get_OBBStream_description` and `ImportDefinition` maps `text/event-stream` to `OBBStream`.
- Charting layer `openbb_core.app.charting`: `ChartingManager` (`get_extension`, `accessor_name`, `get_charting_class`, `is_installed`, `functions`, `has_chart`), `ChartingExtension`/`AbstractChartingBackend` protocols, `get_charting_backend_class` (entry-point group `openbb_charting_backend`), and
lifecycle hooks (`ChartLifecycle` resolve_data/pre_figure/post_figure/pre_render/post_render, `HookContext`, `ChartingHook`, `ChartingHooksManager`, `get_hooks_manager`, group `openbb_charting_hooks`).
- System settings `charting_extension` and `charting_backend` (env `OPENBB_CHARTING_EXTENSION`, `OPENBB_CHARTING_BACKEND`), added to `SystemService`'s allowed keys.
- Enterprise Flask Migration Toolkit: an `openbb_core_extension` entry point may reference a Flask app; `ExtensionLoader.flask_objects` detects them, `rest_api` calls `mount_flask_extensions(app, prefix)` to mount each under `{prefix}/{name}` via a2wsgi's `WSGIMiddleware`,
`FlaskIntrospector`/`OpenAPISpecGenerator` introspect routes into a `FlaskMountRegistry`, and `merge_flask_openapi` folds the fragments into the schema; new extra `openbb-core[flask]` (`flask>=3.1.2`, `a2wsgi>=1.10.10`); `openbb_core/app/utils.py` became the package `openbb_core/app/utils/`.
- `openbb_core.app.utils_optional`: `is_installed(module_name)` and `require_optional(*module_names)` with install hints for pandas, numpy, polars, pyarrow, openbb_charting, pycountry, bs4, flask, a2wsgi.
- `openbb_core/app/route_iter.py` (`iter_api_routes`, `iter_included_routers`) expanding FastAPI's `_IncludedRouter`; `AppLoader.deduplicate_router_event_handlers`.
- POST bodies as `params: Model`: a command may declare a single `params: XxxQueryParams` argument; `MethodDefinition.query_params_model` flattens it into kwargs in the generated SDK method, docstring and reference, the generated body repacks them, and `filter_inputs` converts a nested `"data"` key
via `convert_to_basemodel`.
- The 4340-line `openbb_core/app/static/package_builder.py` is now the package `package_builder/` (`builder.py`, `class_definition.py`, `docstring_generator.py`, `file_lock.py`, `import_definition.py`, `method_definition.py`, `module_builder.py`, `path_handler.py`, `reference_generator.py`,
`_indent.py`) with every previously importable name re-exported from `__init__.py`.
- `PackageBuilder._write` post-processes generated modules through `_normalize_code_annotations` (rewrites `typing.X` and `List` to builtins only outside strings and comments); `PackageBuilder._distribution_version` tolerates entry-point distributions whose metadata raises.
- OpenAPI tag grouping: `AppLoader.add_openapi_tags` overrides `app.openapi` to collapse per-level route tags into a composite `a/b/c` tag, emits `tags` with router descriptions and `x-tagGroups` (data extensions first); Swagger UI is served with `docExpansion: "none"`.
- `pytest.ini` markers `requires_pandas` and `requires_extensions`.
- `openbb_platform/core/README.md` rewritten to document the three entry-point groups, the `on_command_output`/`immutable`/`results_only` flags with their `OPENBB_ALLOW_ON_COMMAND_OUTPUT`/`OPENBB_ALLOW_MUTABLE_EXTENSIONS` gates, the `openbb-build` console script and
`uvicorn openbb_core.api.rest_api:app`.
**Patterns**
- `[dependency-groups] dev = ["openbb-devtools>=2.0.1", "flask>=3.1.2", "a2wsgi>=1.10.10"]` with `[tool.uv.sources] openbb-devtools = { path = "../extensions/devtools", editable = true }`; ruff and `[tool.ty]` config in the package pyproject (`[tool.ty.environment] python-version = "3.10"`).
- `# ty: ignore[code]` replaces pylint directives, for example `class OpenBBField(FieldInfo): # ty: ignore[subclass-of-final-class]`.
- `.github/workflows/test-openbb-core.yml`: Python 3.10-3.14 (Linux full sweep, macOS/Windows min+max) with `pip install -e ".[pandas,flask]"`, `--cov-config=.coveragerc`, `OPENBB_ALLOW_ON_COMMAND_OUTPUT=True`/`OPENBB_ALLOW_MUTABLE_EXTENSIONS=True`, and an `integration` job instrumenting
subprocesses via a sitecustomize shim; `publish-openbb-core.yml` builds with `uv build --no-sources`, tests the installed wheel after `rm -rf openbb_core openbb`, aborts if the version exists on PyPI and publishes via trusted publishing from a `release/openbb-core-v<version>` branch.
- A new `.coveragerc` (branch=False, parallel=True, omits `build.py`, the two `update_*_data.py` scripts, `tests/*`, `integration/*`) and 47 new `test_*.py` modules plus 3 conftests (`tests/app/model/test_stream.py`, `tests/provider/abstract/test_fetcher_streaming.py`,
`tests/app/config/test_loader.py`, `tests/app/charting/*`, `tests/app/test_flask_*.py`, `tests/app/static/package_builder/*`).
- `integration/conftest.py` writes a synthetic `openbb-fake-integration` distribution (router, provider and OBBject accessor entry points), installs it with `pip install --no-deps -e`, triggers the real build with `OPENBB_AUTO_BUILD=true`, and `integration/test_built_package.py` asserts
`obb.fake_integration.list_indicators` dispatches through the real `CommandRunner`.
- Standard models and core modules use ruff-isort ordering (`pydantic` before `openbb_core`); roughly 150 standard-model files changed only by that reorder.
**Fixes**
- `CommandMap.get_provider_coverage`/`get_command_coverage` skip routes whose `openapi_extra["model"]` is not in `ProviderInterface().map` (`if model and model in mapping`), avoiding a `KeyError` for models with no installed provider.
- `OBBject.to_dataframe()` checks `isinstance(self.results, DataFrame)` before the "Results not found" guard, avoiding pandas' ambiguous-truth-value `ValueError`.
- `basemodel_to_df` parses `date` with one vectorized `to_datetime` call and a vectorized midnight test, falling back to per-element parsing only for mixed-UTC-offset columns (8.92 ms -> 1.46 ms for 250 bars, 162 ms -> 12 ms for 5000 bars).
- `SystemSettings.create_openbb_directory` is an instance-mode `@model_validator(mode="after")`.
- `APIEx` validation uses `parameters.get("provider")` instead of popping it, excludes `provider` from the >3-parameter description requirement and single-quotes only `str` values.
- Seven standard-model annotations corrected to `X | None` where the default is `None`.
- `openbb/__init__.py` loads `openbb.package.__extensions__` via `import_module` and also catches `AttributeError` when falling back to a bare app.
- `combine_certificates` registers `Path(combined_cert).unlink` with `missing_ok=True`; `amake_requests` asserts re-raised results are `BaseException`.
- Instance-level `model_fields` access (deprecated in pydantic 2.11) removed: `_model_fields` helpers in `RegistryMap._extract_info` and `create_combined_model`, class-level access in `ParametersBuilder.validate_kwargs`, `Credentials.model_post_init`, `OptionsChainsData.model_serialize`.
- `OptionsChainsProperties._require_pandas()` and `Metadata` (`require_optional("numpy", "pandas")`) raise a uniform `OpenBBError` install hint when pandas is absent.
- FastAPI 0.137+: `CommandMap`, coverage maps and `add_command_map` iterate `iter_api_routes` (wrapping the `original_route` leaf with the effective prefixed path); exception handlers registered with `app.add_exception_handler`; `FastAPI(strict_content_type=False)`.
openbb-cli
openbb-cli 1.4.2 -> 2.0.0 was rewritten in [#7433](https://github.com/OpenBB-finance/OpenBB/pull/7433) around a non-TTY default, a pluggable `Dispatcher`, precomputed `.spec` files and `--generate-extension` codegen.
OpenAPI ingestion was hardened by [#7586](https://github.com/OpenBB-finance/OpenBB/pull/7586) and [#7589](https://github.com/OpenBB-finance/OpenBB/pull/7589) (modular `$ref` bundling) and [#7606](https://github.com/OpenBB-finance/OpenBB/pull/7606) (path-item parameter inheritance, `allOf` merging,
safe identifiers);
codegen by [#7597](https://github.com/OpenBB-finance/OpenBB/pull/7597), [#7598](https://github.com/OpenBB-finance/OpenBB/pull/7598) and [#7599](https://github.com/OpenBB-finance/OpenBB/pull/7599). [#7530](https://github.com/OpenBB-finance/OpenBB/pull/7530) added SSE streaming,
[#7545](https://github.com/OpenBB-finance/OpenBB/pull/7545) decoupled it from `openbb_charting`,
[#7537](https://github.com/OpenBB-finance/OpenBB/pull/7537) refreshed the lock, and [#7677](https://github.com/OpenBB-finance/OpenBB/pull/7677) relicensed it. Direct commits `932a895a069` and `5f4dda273b8` added Plotly figure rendering and `strip_theme_colors`.
**Removed**
- `Settings.HUB_URL` and `Settings.BASE_URL`; `--dev` no longer repoints them.
- `exe --url` and the OpenBB Hub routine download path (`ROUTINE_DEFAULT_FILES`, `ROUTINE_PERSONAL_FILES`, `default/`/`personal/` prefixes, the `requests` import).
- `record --public/-p` and `SESSION_RECORDED_PUBLIC`.
- The module-level `PLATFORM_ROUTERS` dict and the import-time `from openbb import obb` in `cli_controller.py`; the `system` REPL command; `user` as a model-dump command (now the `/user/` menu).
- `pytz` (stdlib `zoneinfo` instead).
- Every direct `openbb_charting` import (`session.py`, `base_platform_controller.py`, `controllers/utils.py`).
- `print_rich_table` truncation to `ALLOWED_NUMBER_OF_ROWS`/`ALLOWED_NUMBER_OF_COLUMNS` (settings remain but are unused) and `MenuText._format_cmd_name` truncation.
- `poetry.lock` and the `fastapi = "0.136.3"` pin.
**Breaking**
- Packaging: PEP 621 + hatchling; `openbb[all]` -> `openbb-core[pandas]>=2.0.0`; `httpx>=0.28.0,<1.0.0`, `pyyaml>=6.0`, `tomli>=2.0` (py<3.11) added; `pywry` moved to the `interactive` extra; new `charting = ["openbb-charting>=3.0.0"]` and `all` extras; license Apache-2.0.
- `openbb <command.path> [--key value]` dispatches once and prints a JSON line; the REPL requires `-i/--interactive`; `main(argv=None) -> int`, `__main__` handles `BrokenPipeError`; `-t`, `-m`, `-f`, `--HistoryManager.hist_file` are unreachable from the entry point.
- `Settings.USE_INTERACTIVE_DF` default False; new `Settings.OUTPUT_MODE` (`rich|json|tsv|html`, default `tsv`) and `OutputMode` enum; `_apply_interactive_defaults` flips them under `-i`.
- `Session` is lazy (`_obb`, `prompt_session`, `backend`, `output_adapter`, `is_interactive` properties; `_build_prompt_session`; `Style(directory=None)`).
- `CLIController.__init__(jobs_cmds=None, *, backend=None)`; `CHOICES_COMMANDS_BUILTIN = ["record", "stop", "exe", "results"]`, `CHOICES_MENUS_BUILTIN = ["settings", "user", "feature"]`; `run_cli`, `main`, `launch` accept `backend=`.
- `PlatformControllerFactory.__init__(platform_router=None, *, backend=None, router_name=None, reference=None)`; `create()` injects `_factory_backend`, `_factory_translators`, `_factory_paths`; `PlatformController.__init__` gained `paths` and a new `ValueError` message.
- `ArgparseClassProcessor._build_paths(target)` no longer recurses (`"subpath"` only); `Registry.all` returns `obbject.model_dump(exclude={"results"})`; `Registry.register` accepts `results is not None`.
- `BaseController.check_path` regex `^[a-z0-9_\-/]*$`; `parse_input` prepends `home` for `/`-prefixed input and protects `-f/--file` paths (`.db/.sqlite/.sqlite3`); `parse_and_split_input` drops empty commands.
- `results` gained `-i`/`-k`, `db`/`sqlite`/`sqlite3` export choices and renders through `session.output_adapter.display`; `PlatformController` routes OBBject results through `output_adapter.display` and `extract_dataframe`; `SettingsController` uses `session.settings.__class__.model_fields`.
- `LocalBackend.routers` skips `user`, `system`, `account` and `_`-prefixed names only, so routers containing `_` now surface.
- The test workflow runs `uv pip install --system -e ".[charting]" --group dev` with coverage on ubuntu 3.10-3.14 plus macOS/Windows 3.10 and 3.14; README retitled "ODP Command-Line Interface" with docs at `docs.openbb.co/odp/cli`.
**New**
- Mode flags (mutually exclusive): `-i/--interactive`, `--batch`, `--generate-spec`, `--generate-extension`, `--list-commands`, `--describe COMMAND[:PROVIDER]`, `--print-config-template`, `--show-config`.
- Option flags: `--config PATH`, `--env-file PATH`, `--batch-concurrency N`, `--server URL`, `--spec [NAME=]PATH` (repeatable), `-o/--output PATH`, `--openapi-path PATH`, `--socrata-story URL_OR_PATH`, `-H/--header KEY=VALUE`, `--header-file PATH`, `-Q/--query-param KEY=VALUE`,
`--query-param-file PATH`, `--provider-name`, `--project-name`, `--package-name`, `--router-name`, `--include PATTERN`, `--exclude PATTERN`, plus `--dev`/`--debug` and a `command` REMAINDER positional.
- Environment: `OPENBB_CLI_CONFIG`, `OPENBB_CLI_ENV_FILE`, `OPENBB_CLI_BATCH_CONCURRENCY`, `OPENBB_SERVER_URL`, `OPENBB_SPEC_PATH`, `OPENBB_HEADER_FILE`, `OPENBB_QUERY_PARAM_FILE`, any `OPENBB_HTTP_QUERY_<name>` becomes a `?name=` query param; TOML `[settings]` keys and
`output-mode`/`flair`/`timezone`/`rich-style` promote to `OPENBB_<field>`.
- Layered TOML config (`openbb_cli/config/loader.py`): `[tool.openbb-cli]` in the nearest `pyproject.toml` -> `~/.openbb_platform/openbb.toml` -> `./openbb.toml` walking up -> `--config`/`$OPENBB_CLI_CONFIG`; keys `server`, `spec`, `openapi-path`, `header-file`, `query-param-file`, `output`,
`batch-concurrency`, `auth-hook`, `[headers]`, `[query]`, `[specs.<ns>]`, `[settings]`; `.env` files (`~/.openbb_platform/.env`, `--env-file`) loaded before argparse with `os.environ.setdefault`.
- `openbb_cli.dispatchers`: `Dispatcher` protocol, `LocalDispatcher` (in-process `obb`), `HttpDispatcher` (httpx against openbb-platform-api or any OpenAPI server), `MultiSpecDispatcher` (`<ns>.<cmd>` routing), NDJSON wire models `Request`/`Response`/`ResponseError` with `extra="forbid"`.
- Batch mode: NDJSON requests on stdin, concurrent responses (`asyncio.Semaphore`, default 8); reserved `__commands__` and `__schema__` introspection commands implemented by the HTTP and multi-spec dispatchers only; `--list-commands`/`--describe` exit 2 without `--spec` or `--server`.
- `.spec` files (`SPEC_VERSION = 5`): `--generate-spec` writes a compact JSON spec stamped with `content_sha256`; `load_spec` rejects version mismatches, schema violations (`SpecDocument`) and hash mismatches; specs carry `base_url`, `api_prefix`, `commands`, `routers`, `reference`, `generator`,
`source_url`, `api_version`; `--generate-spec` accepts the output path as its first positional.
- Spec-driven argument parsing (`parse_command_argv`): per-provider narrowing, `BooleanOptionalAction` booleans, JSON-typed body args, ISO datetime coercion, URL overload merging (`url_templates`, longest fully-satisfied template wins).
- OpenAPI ingestion (`dispatchers/openapi_schema.py`): JSON or YAML, `--openapi-path`, specs embedded in HTML landing pages, 3.1 `type` arrays rewritten to `anyOf` (`expand_type_arrays`), `apiKey` security schemes materialized as parameters, menu tree and `obb.reference`-shaped metadata
(`build_router_map`, `build_reference`, `detect_api_prefix`, `url_to_command`); same-origin external `$ref`s bundled with document-count (512), byte (8 MiB), depth (128) and no-redirect limits; `.` in URL segments maps to `_`.
- Socrata support: `--socrata-story` (or `/resource/{uid}` / `/api/views/{uid}` URLs) builds a spec from `datasetUid`s, resolves categorical choices via SoQL `$group`, emits `start_date`/`end_date` and `limit`/`offset` -> `$limit`/`$offset`; the HTTP dispatcher rewrites `$where`/`$order`, fetches
all pages for `limit=0` and truncates to N most recent dates.
- Auth hooks: an importable `module:attribute` callable (`AuthContext` -> `AuthDecision(headers, query_params, allow, deny_reason)`, sync or async) configured globally or per `[specs.<ns>]`; a deny short-circuits with `AccessDenied` and hides commands from introspection.
- `--generate-extension` (`openbb_cli.codegen`): a hatchling `pyproject.toml` with `openbb_provider_extension`/`openbb_core_extension` entry points and a `[tool.openbb-codegen]` provenance block, one `Router` per namespace, one `QueryParams`/`Data`/`Fetcher` module per GET command, POST commands
under a `tools` provider, a `Provider(...)` module, README, `utils.py`, `record_http` test modules with VCR redactions; output post-processed with `ruff check --fix` and `ruff format`; credential-looking params and required path-item headers/cookies are promoted into `credentials=[...]`.
- Backend-pluggable REPL: `openbb_cli.backend` (`Backend` protocol, `LocalBackend`, `SpecBackend`, `SpecTranslator`) so `openbb -i --spec X.spec` or `openbb -i --server URL` runs the full REPL without `openbb` installed; `openbb -i ` seeds the queue.
- Output adapters `openbb_cli.outputs`: `RichTableOutput`, `JsonOutput`, `TsvOutput`, `HtmlOutput`, `StdioOutput`; `Session.output_adapter` follows `settings.OUTPUT_MODE`.
- Plotly figure rendering: `is_plotly_figure`, `render_figure_html` from `assets/figure.html` (inlined plotly.js with CDN fallback), `show_figure`, `strip_theme_colors`; TSV mode prints the figure JSON; the HTTP dispatcher wraps figure payloads into an `OBBject` with `Chart(format="plotly")`.
- `load -f/--file PATH [--sheet-name NAME] [--register_key KEY]` in every menu (CSV/JSON/XLSX/XLS/DB/SQLite) with a lazy `SQLiteTable` wrapper and tab completion.
- `/feature/` menu (`FeatureController`): `list`, `select`, `info`, `view`, `query`, `colname`, `coltype`, `addcol`, `dropcol`, `renamecol`, `modifycol`, `join`, `copy`, `save`, `delete`, `results`.
- `/user/` menu (`UserController`) with one toggle or `-v/--value` command per `obb.user.preferences` field and a `/user/credentials/` submenu (`CredentialsController`) with masked status; session-only.
- SQLite export (`--export db|sqlite|sqlite3`) via `DataFrame.to_sql` with an overwrite/append/new-table prompt.
- SSE streaming end to end: `_HttpSSESource` returns an `OBBStream` for `text/event-stream` commands, one-shot mode follows to stdout until end or Ctrl+C, `PlatformController._follow_stream` does the same, codegen emits streaming fetchers (`aextract_data -> AsyncIterator[str]`, `stream_data`) and
`OBBStream.from_query` commands.
- The HTTP dispatcher coerces rows to the spec's column types, attaches `extra["results_metadata"]` and `extra["metadata"]` (`Metadata` with duration and route) and returns a real `OBBject`.
- Completion: `results --index/--key` from the live registry, `load --file` from the data directory, spec-mode flags and choices, `complete_while_typing=True`.
**Patterns**
- `[dependency-groups] dev = ["openbb-devtools>=2.0.1"]`, `[tool.uv.sources]` for `openbb-core` and `openbb-charting`, committed `uv.lock`; ruff with numpy pydocstyle and `[tool.ty]` (`src.include = ["openbb_cli"]`); targeted `# ty: ignore[code]` and `# noqa` directives.
- `.coveragerc` (`source = openbb_cli`, `parallel = True`, omits `openbb_cli/cli.py` and assets) with `coverage combine` of subprocess partials in `conftest.py`; 29 `# pragma: no cover` markers across 11 files.
- `cli/conftest.py` builds and installs a real hatchling extension `openbb-cli-fake` exposing `obb.cli_test.{echo,quote,bomb,rows}`, triggers `openbb-build` in a fresh subprocess, snapshots/restores `openbb/package` and `openbb/assets`, and provides a session-wide `run_in_obb` worker.
- Static HTML lives in `openbb_cli/assets/figure.html` with `__TITLE__`/`__PLOTLYJS__`/`__FIGURE__` tokens.
- `lint-openbb-cli.yml` (ruff format/check + ty on changed `cli/**/*.py`) replaces the shared `general-linting.yml`; the `openbb-cli` test workflow runs a 9-way matrix; no `publish-openbb-cli.yml` exists.
- Lazy imports of `openbb`, `openbb_core` models and `prompt_toolkit` (inside functions or `lru_cache` accessors) so the CLI starts in about 50 ms against a `.spec`.
- Docstrings normalized to numpy style; `# pylint: disable` banners, inline comments and TODOs stripped.
**Fixes**
- Path-item-level `parameters` (`in: path`/`in: query`) are inherited by every operation with operation-level overrides on `(name, in)`; required path-item `header`/`cookie` params route through credential handling.
- `allOf` compositions in response and request-body schemas collapse into one object schema (`merge_allof`); `deref_schema`/`merge_allof` skip `default`, `example(s)`, `enum`, `const`, `x-*`.
- Generated POST signatures use Python-safe identifiers (`from`, `REB-APIKEY`), dedupe on the emitted identifier and key payloads by wire name.
- Generated provider tests use `safe_field_name` Python parameter names.
- `unpack_response` only unwraps when every list item is a dict or the list is the payload's only key; `_envelope_inner_schema` skips scalar item schemas.
- Generated pydantic classes coerce `[]` to `None` on optional object-typed fields (PHP-style serializers).
- `fetch_openapi` surfaces the parse error from a 2xx non-OpenAPI response (`_raise_fetch_failure`) instead of silently re-fetching.
- `strip_theme_colors` removes `template` and every `*color` layout key before `send_figure`.
- `ArgparseClassProcessor._custom_groups_from_reference` matches routes by the flattened `class_name_function_name` form; `_get_action_type` recognizes `types.UnionType`; custom-type flattening skips `*args`/`**kwargs`.
- `__patch_controller_functions` wraps its `yield` in `try/finally`; `system_clear` uses `subprocess.run("cls"|"clear", shell=True, check=False)`; rich/html adapters fall back to the terminal table when `session.backend` is `None` or `send_table` raises.
- Sub-menu partitioning uses exact prefix matching (`f"{router}_{path}_" in f"{name}_"`, `translator_name.startswith(sub_prefix)`).
- `BaseController.load_class` refreshes a cached controller's completer (`update_completer(choices_default)`) before re-entering its menu.
openbb-platform-api
openbb-platform-api 1.3.6 -> 2.0.0 is almost entirely [#7494](https://github.com/OpenBB-finance/OpenBB/pull/7494): hatchling packaging, the `app/`, `models/`, `service/` split behind tested import shims, the layered `openbb.toml` bootstrap, `--spec` proxy mode and a 489-test suite.
[#7677](https://github.com/OpenBB-finance/OpenBB/pull/7677) flipped the license, [#7518](https://github.com/OpenBB-finance/OpenBB/pull/7518) trimmed `default_apps.json`, and direct commits `768e52c6358` (merge widgets), `1cbb24d8b7a`, `5b1bc33e579` and `bf0cb48465f` followed. The metapackage still
pins `openbb-platform-api = "^1.3.6"`.
**Removed**
- The "Example BLS App" dashboard (`economy_survey_bls_search_bls_obb`, `economy_survey_bls_series_bls_obb`) from `assets/default_apps.json`.
- README sections Markdown Widget, Table Widget, Metric Widget, Query Parameters, Easy Date Picker, Annotated Query Params, Annotated Table Fields, Export apps.json, Installation, Usage, Launch Custom App (collapsed into `## Install`, a launch sample and one "Example Application" block).
- The pandas import in `OmniWidgetResponseModel.validate_model` (MRO-based `_is_pandas_dataframe` and `zip(..., strict=True)` instead).
**Breaking**
- Packaging: `[project] version = "2.0.0"`, hatchling, `[dependency-groups] dev = ["openbb-devtools>=2.0.1", "httpx>=0.28.0,<1.0.0"]`, `uv.lock` added (`poetry.lock` still committed); `openbb-core>=2.0.0`, `deepdiff>=8.6.2`, `tomli>=2.0` on py<3.11; license Apache-2.0 with a new README license
section.
- `main.py` is a bootstrap: `_short_circuit_on_help()`, `_bootstrap_config()`, then `globals().update(...)` of `app.app`; `uvicorn.run` still targets `openbb_platform_api.main:app` and the `openbb-api` script `openbb_platform_api.main:main`.
- `utils/api.py` is a lazy `__getattr__` shim (`parse_args`/`LAUNCH_SCRIPT_DESCRIPTION` -> `app/args.py`, `import_app` -> `app/bootstrap.py`, `check_port`/`get_user_settings` -> `utils/network.py`, `get_widgets_json`/`FIRST_RUN`/`PATH_WIDGETS`/`logger` -> `service/widgets_service.py`);
`query_models.py`, `response_models.py`, `utils/merge_agents.py`, `utils/merge_apps.py` re-export from `models/` and `service/`.
- Route discovery uses `iter_api_routes(app)` and `getattr(route, "original_route", route).endpoint`, which is what makes `include_router` routes discoverable under FastAPI 0.137+.
- `import_app(...) -> FastAPI` installs the six `ExceptionHandlers` inline and adds CORS through the idempotent `apply_cors_from_system_service(app)`; the default `rest_api.app` is imported only when no `--app`/`--spec` app was supplied; TOML `[middleware] hooks` are registered at import.
- widgets.json: `format: "date"` -> `cellDataType: "dateString"`; a `date` field with a date cell type gets `"sort": "desc"`; `fiscal_year`/`year`/`year_born`/`calendar_year` -> `cellDataType: "text"`, `formatterFn: "none"`; routes with a 2xx `event-stream` content type are skipped.
- `--spec` (or `[spec]`) and `--app` are mutually exclusive.
**New**
- `--spec <path>` / `[spec] path`: an `openbb-cli` `.spec` (version 5, `content_sha256` verified, optional deploy pin) becomes an aiohttp-backed proxy FastAPI app, one route per command at its `url_path`, with hop-by-hop headers filtered, `{path}` placeholders substituted and `wire_name` query
rewriting.
- Multi-spec mode: each `[spec.NAME]` subtable (`path`, `mount`, `base_url`, `content_sha256`, `[spec.NAME.headers]`, `[spec.NAME.auth] hooks`, `[spec.NAME.middleware] hooks`) mounts its own sub-app on a parent FastAPI (`app.state.openbb_specs`); mount collisions raise at startup.
- `[spec.headers]` / `[spec.NAME.headers]` inject static upstream headers with `$VAR`/`${VAR}` expansion (unresolved entries skipped with a warning; config headers override incoming ones).
- Spec launches rewrite widget defaults (`source: [<spec filename>]`, `mcp_tool.mcp_server`, namespaced `mcp_tool.tool_id`) and trim uniform `T00:00:00` suffixes from date columns in proxied JSON (top-level lists and `results`/`data`/`rows`/`records` envelopes).
- `--config-file <path>` (or `OPENBB_API_CONFIG` / `OPENBB_CONFIG`) selects the explicit layer of the core cascade; a `[launcher]` table supplies defaults for any CLI flag (CLI wins); malformed explicit TOML raises at startup; `[env]` is pushed into `os.environ` without clobbering shell variables,
with chained `$VAR` substitution.
- `[middleware] hooks = ["module:async_callable", ...]` registers Starlette-style HTTP middleware (validated at startup; first entry outermost); per-spec `[spec.NAME.auth]`/`[spec.NAME.middleware]` hooks are registered on the sub-app as `BaseHTTPMiddleware`.
- `-h` as an alias of `--help`, handled before the openbb-core stack is imported.
- SSRM auto-promotion: a route whose request body is (or `allOf`-extends) `AgGridRowsRequest`, or whose 200 response is `AgGridRowsResponse[...]` / has `{rowData, rowCount}`, is emitted as `type: "ssrm_table"` with `runButton: true` and an empty `dataKey`; `get_data_schema_for_widget` falls back to
the POST operation and descends into `rowData.items`.
- Inline-schema fast paths in `get_data_schema_for_widget` (`results.items`, `rowData.items`, bare object schema) and a defensive `components.schemas` lookup for apps without a `components` block.
- `apply_cors_from_system_service(app) -> bool` (idempotent) applied to every app path including the spec proxy.
- Package layout `app/` (`args`, `bootstrap`, `config`, `middleware`, `spec`, `app`), `models/` (`query`, `response`), `service/` (`widgets_service`, `apps_service`, `agents_service`), `utils/network.py`; `synthesize_openapi_from_spec(spec)` helper (exercised only by tests); spec provenance on
`app.state.openbb_spec_*`.
- README sections "Spec-driven proxy mode", `[spec]` credential injection, "Custom HTTP middleware", "Single-file launch".
**Patterns**
- Ruff (numpy pydocstyle, per-file ignores for tests) and `[tool.ty]` (`unresolved-import = "warn"`) in-package; `# ty: ignore[...]` in place of pylint disables (one `# pylint: disable=import-outside-toplevel` remains in a README sample).
- Tests mirror the package (`tests/app`, `tests/models`, `tests/service`, `tests/utils`, `tests/test_compat_shims.py`): 6 files / 61 tests on develop -> 16 files / 489 on v5, `httpx` in the dev group for `TestClient`, `.coveragerc` with `show_missing`.
- `.github/workflows/test-unit-platform-api.yml`: PRs to develop/v5/feature/cli-2 touching platform_api, core or devtools, 9-cell matrix, `uv pip install --system -e . --group dev`, `pytest tests --cov=openbb_platform_api --cov-config=.coveragerc`; no publish workflow.
- Config is loaded once into `_BOOTSTRAPPED_CONFIG` via core's `load_layered_config` (the bootstrap call applies `[system]`/`[user]` and env promotion; `parse_args` re-reads with `apply_to_services=False, apply_to_env=False`).
- `tests/test_compat_shims.py` asserts every legacy import path resolves to the same V5 objects and that the `utils.api` proxy reflects live `widgets_service` state.
- `check_for_platform_extensions` lives in `app/bootstrap.py` (lazy `SystemService` import); `service/__init__.py` re-exports `FIRST_RUN`/`PATH_WIDGETS` by value while `app/app.py` mutates `widgets_service.FIRST_RUN`.
**Fixes**
- `get_additional_agents` no longer crashes on `endpoints.startwith(path)` / `agents[k][v]["endpoints"][name]`; the rewrite uses `endpoint_path.startswith(path)` and guards non-dict values.
- `PdfResponseModel.validate_model` no longer raises `UnboundLocalError` on the url-only path.
- `OmniWidgetInput._validate_prompt` repairs trailing commas on the input `v` (develop ran the regex on an empty placeholder) and passes non-string scalars through.
- `/widgets.json` in `--editable` mode reloads from disk on every request including the first.
- `fix_router_widgets` prefixes bare relative endpoints (`endpoint`, `wsEndpoint`, `imgUrl`, param `endpoint`, `optionsEndpoint`) and keys merged widgets by `widgetId` (`768e52c6358`).
- `parse_args` joins `--agents-json`/`--widgets-json`/`--apps-json` directories with `os.path.join` and detects `module:attr` notation so `C:\path\file.py` is not mis-split.
- Form-widget POST schemas are looked up on the form endpoint path; `OmniWidgetResponseModel` guards `content is not None and parse_as`.
openbb-mcp-server
openbb-mcp-server 1.4.1 -> 2.0.0 ([#7495](https://github.com/OpenBB-finance/OpenBB/pull/7495), plus the relicense in [#7677](https://github.com/OpenBB-finance/OpenBB/pull/7677)) is a ground-up rewrite on fastmcp>=4.0.9 and fastapi>=0.138.2:
stateless BM25 tool discovery, a layered `openbb.toml` launcher, `--spec` proxy mode, `run_pipeline` chaining, `ChartArtifactMiddleware`, optional openbb-cli dispatcher tools and a 100% branch-coverage gate. Direct commits `aba09afb1c5` and `bf0cb48465f` added the `serve_app` conftest fixtures and
README lint.
**Removed**
- Admin tools `activate_tools`, `deactivate_tools`, `activate_category`; `ToolInfo.active`; `CategoryIndex.has_tool()`.
- Settings `cache_expiration_seconds`, `on_duplicate_tools`, `on_duplicate_resources`, `on_duplicate_prompts`, `resource_prefix_format`, `dependencies`, `deprecation_warnings` and their `OPENBB_MCP_*` aliases.
- `TokenAuthProvider.authorize()` and its `resource_server_url`/`authorization_url`/`token_url` attributes.
- `econometrics`, `quantitative`, `technical` from the default `module_exclusion_map` (only `{"coverage": "openbb_core"}` remains).
- `ProcessedRouteData.removed_routes` (now `excluded_routes`); `key:value,key:value` dict parsing in `parse_args` (env vars keep it); the `Env()` instantiation in `parse_args`.
- `poetry.lock`, `tests/app/test_tool_execution.py`, `tests/utils/test_compress_schema.py`.
**Breaking**
- Packaging: hatchling/PEP 621, `[dependency-groups] dev = ["openbb-devtools>=2.0.1", "httpx>=0.28.0,<1.0.0", "openbb-cli>=2.0.0", "openbb-mcp-fixture"]`, `uv.lock`; `openbb-core>=2.0.0`, `fastapi>=0.138.2`, `fastmcp>=4.0.9`, `tomli>=2.0` (py<3.11); license Apache-2.0.
- `openbb-mcp` -> `openbb_mcp_server.main:main` (`app.app.main` is a shim; the launcher body is `launch_mcp()`); `parse_args()` in `app/args.py` returns `{app, transport, mcp_overrides, uvicorn_overrides}`; `import_app` in `app/bootstrap.py`; `cl_doc` -> `LAUNCH_SCRIPT_DESCRIPTION` (lazy aliases in
`utils/app_import.py`).
- `create_mcp_server(auth=...)` accepts `AuthProvider | tuple[str, str] | list[str] | None` (`TypeError` otherwise); `TokenAuthProvider(TokenVerifier)` takes a `(username, password)` tuple; `get_auth_provider(auth)`.
- Discovery is stateless: with `enable_tool_discovery` route tools stay enabled but hidden by `OpenBBToolCatalog`; `default_tool_categories` is ignored; `mcp_config.enable: false` no longer disables a tool in that mode; without discovery all route tools are disabled and only `_enabled_tools`
re-enabled.
- `available_tools` is synchronous and reports name plus description only; non-GET tools on multi-method paths get a `_<method>` suffix (`demo_items_post`); `allowed_tool_categories` is enforced ("Unknown tool" for anything outside it); `module_exclusion_map={}` hides nothing.
- `output_schema` is `None` for routes without a JSON 2xx response; JSON routes get a compressed, description-trimmed schema with the OBBject `chart` field replaced by the `ClientArtifact` schema.
- `StaticPrompt.render` returns `list[Message | str]`; `execute_prompt(prompt_name=...)` -> `get_prompt(name=...)`; route-prompt arguments are emitted in first-appearance order, tagged with the served path and only for routes exposing a method.
- `on_duplicate_*` collapsed into `on_duplicate` (`OPENBB_MCP_ON_DUPLICATE`); `--version` sets `MCPSettings.version`; `write_to_file` omits a default `default_skills_dir`.
- `process_fastapi_routes_for_mcp` expresses exclusions as `MCPType.EXCLUDE` RouteMaps and walks routes with `fastapi.routing.iter_route_contexts`; `ProcessedRouteData.exposed_methods` added.
**New**
- `--spec <path>` and `[mcp.spec]` / `[mcp.spec.NAME]` tables: a `.spec` (version 5, `content_sha256` integrity plus optional operator pin) becomes a FastAPI proxy exposed as MCP tools, with per-mount headers (`[mcp.spec.headers]` with `$VAR` substitution), `wire_name` query rewriting, zero-time
date trimming and hooks; `--spec` and `--app` are mutually exclusive.
- `--config-file <path>` (`$OPENBB_MCP_CONFIG` / `$OPENBB_API_CONFIG` / `$OPENBB_CONFIG`) with `[mcp]` defaults for any CLI flag (CLI wins, TOML beats env) and `[env]` injection.
- `[mcp.auth]` and `[mcp.middleware]` `hooks` lists of `module:attr` async callables wrapped as `BaseHTTPMiddleware` on the HTTP/SSE transports, between CORS and `SSEShutdownWrapper`.
- `run_pipeline` (always registered): `PipelineStep` with `tool`, `arguments`, `id`, `inputs` mapping an argument to an earlier step's `results`; ids, references and `outputs` validated before any step runs.
- `search_tools` (BM25, max 5 results) and `call_tool` from `OpenBBToolCatalog`, which hides route tools from `list_tools`.
- openbb-cli dispatcher tools `openbb_dispatch`, `openbb_batch_dispatch`, `openbb_list_commands`, `openbb_describe_command` (registered when `openbb-cli` is importable and `enable_cli_tools` is true, default True; `cli` extra `openbb-cli>=2.0.0`).
- `expose_choices`: provider `choices` and `x-widget_config` options become an `enum` or a "Valid values" note; `optionsEndpoint` becomes a note naming the listing tool.
- `ChartArtifactMiddleware`: line/bar/scatter/pie/donut Plotly figures become Workspace `ClientArtifact` `chart` artifacts with `content` rows and `chart_params`, everything else a `table` artifact; typed-array `bdata` is decoded; `artifact_output_schema` rewrites the OBBject `chart` output field.
- `MCPConfigModel` declares `name`, `tags`, `enable`, `describe_responses`, `mime_type`; `exclude_args` is applied; `_trim_model_descriptions` keeps only the first paragraph of object descriptions.
- Bundled skill `use_openbb_cli` (`skill://use_openbb_cli/SKILL.md`); existing skills rewritten for stateless discovery, `run_pipeline`, chart artifacts and `uv pip install -e . --group dev`.
- `openbb-mcp --help` / `-h` prints `LAUNCH_SCRIPT_DESCRIPTION` before any bootstrap; unknown `--key value` routing (settings fields, `--httpx-<option>`, uvicorn) is documented.
- Public helpers `strip_api_prefix`, `route_naming`, `tool_name_for_route`; the installable test extension `openbb-mcp-fixture` (`mcp_fixture` router with `echo`, `fail`, POST `scale`) auto-installed by conftest.
- Workflows `publish-openbb-mcp-server.yml` (release branch, PyPI check, `uv build --no-sources`, trusted publishing) and `test-unit-mcp-server.yml` (ruff, `ty check`, `--cov-branch --cov-fail-under=100` on 3.10-3.14 across ubuntu/macos/windows).
**Patterns**
- ruff (numpy pydocstyle) and `ty` in pyproject and CI; `# pylint: disable` stripped; numpy docstrings with Parameters/Returns/Raises.
- `[tool.coverage.run] branch = true`; pytest `filterwarnings = ["error", ...]`.
- Layered `openbb.toml` via core `load_layered_config`; the `isolated_config` fixture patches `loader.USER_OPENBB_DIR`.
- Tests dispatch against the real installed fixture extension; `test_auth.py`, `test_cli_tools.py`, `test_spec.py` serve the app with uvicorn on a free loopback port via `serve_app`.
- Subpackage `__init__.py` files eagerly import a subset of modules; legacy paths stay alive through the `utils/app_import.py` `__getattr__` alias.
- The spec proxy imports `aiohttp` at call time without declaring it; it is satisfied transitively through `openbb-core>=2.0.0`.
**Fixes**
- Passing a FastMCP `AuthProvider` to `create_mcp_server(auth=...)` works (develop silently dropped it); a `(username, password)` pair builds the verifier from the pair itself (develop read `settings.server_auth` and rejected every token when it was `None`).
- `install_skill` rejects names outside `[a-z0-9][a-z0-9_-]*` and files whose path escapes the skill directory.
- Server-prompt arguments without a `description` are no longer dropped (`validated_arg.get("description")`).
- `_load_settings_from_env` recognizes PEP 604 unions, so `OPENBB_MCP_UVICORN_CONFIG` and `OPENBB_MCP_MODULE_EXCLUSION_MAP` parse from env.
- `TokenAuthProvider.verify_token` uses strict base64, byte-wise `secrets.compare_digest` and `partition(b":")`.
- `get_httpx_kwargs` copies `httpx_client_kwargs` instead of mutating it; `SSEShutdownWrapper.safe_send` no longer re-sends a response start.
- README: `--port` default 8001, client URLs `/mcp`, prompt typos fixed; skills import `make_request` from `openbb_core.provider.utils.helpers`.
openbb-technical
openbb-technical 1.6.2 -> 2.0.0 ([#7502](https://github.com/OpenBB-finance/OpenBB/pull/7502)) deleted the 1916-line `technical_router.py` and rebuilt the extension as `indicators/`, `signals/` and `multi/` sub-packages aggregated by `openbb_technical/router.py`, keeping all 27 V4 commands by name
and adding 32 endpoints for 59 routes.
[#7537](https://github.com/OpenBB-finance/OpenBB/pull/7537) adapted the catalog to FastAPI 0.137+ and [#7677](https://github.com/OpenBB-finance/OpenBB/pull/7677) relicensed it; ten direct commits touched locks, ty ignores and workflows.
**Removed**
- `openbb_technical/technical_router.py` (importing `openbb_technical.technical_router` fails; a dead ImportError-guarded fallback remains in `multi/compose.py`).
- `kc.mamode` values `wma`, `hma`, `zlma`; the `DMP_<n>`/`DMN_<n>` columns of `adx`; `fib` fields `min_date`, `max_date`, `min_pr`, `max_pr`, `lvl_text`; the `span_*` forward cloud rows of `ichimoku`; `clenow`'s string-formatted columns.
- `poetry.lock`; `tests/test_technical_helpers.py` (replaced by `tests/test_helpers.py` and per-family test packages); every `# pylint: disable` directive.
**Breaking**
- Packaging: hatchling/PEP 621, `openbb-core[pandas]>=2.0.0`, `pandas-ta-openbb>=0.4.23`, `scikit-learn>=1.6.0`, new `scipy>=1.11` and `statsmodels>=0.14`; `[dependency-groups] dev = ["openbb-devtools>=2.0.1", "openbb-charting>=3.0.0"]`; entry point `openbb_technical.router:router`; license
Apache-2.0; `iter_api_routes` required.
- Every command takes `params: XxxQueryParams` (HTTP params move to the JSON body) and returns typed `XxxData` rows with `date` plus renamed indicator columns; pandas-ta backed indicators drop warm-up rows.
- Defaults and types: `bbands.length` 50 -> 20, `bbands.std` `PositiveFloat`, `adx.length` 50 -> 14, `kc.scalar` 20 -> 2.0, `atr.drift`/`stoch` periods/`adx.drift`/`rsi.drift` and the `rsi`, `macd`, `aroon`, `sma`, `ema`, `wma`, `hma`, `zlma` lengths `PositiveInt`; `rsi/adx/aroon.scalar`
`PositiveFloat`; `cones.trading_periods` `PositiveInt | None`.
- Column renames: `bbands` (`lower, middle, upper, bandwidth, percent`), `kc`/`donchian` (`lower, middle, upper`), `macd` (`macd, signal, histogram`), `aroon` (`aroon_up, aroon_down, aroon_oscillator`), `ichimoku` (`tenkan_sen, kijun_sen, senkou_a, senkou_b, chikou_span`), `fisher`
(`fisher, signal`), `stoch` (`k, d`), `cones` (`lower`, `upper`, integer `window`), `fib` (`level`, `price`), `demark` (`date, up, down`); `clenow` returns per-bar `predicted`, `r2`, `coefficient`, `annualized_coefficient` floats.
- Signals are mounted under `/technical/signals/*`; `relative_rotation(params: RelativeRotationQueryParams)` is categorised `multi` and its crypto example was dropped.
**New**
- Overlays `tema`, `dema`, `kama`, `frama` (even `window`, native numpy), `vwma`, `supertrend` (`supertrend`, `direction`, `long_band`, `short_band`).
- Oscillators `williams_r`, `mfi`, `trix`, `ultimate_oscillator`, `awesome_oscillator`; trend `di` (`plus_di`, `minus_di`, `dx`) and `choppiness`.
- Volatility `realized_volatility` (`std`, `parkinson`, `garman_klass`, `hodges_tompkins`, `rogers_satchell`, `yang_zhang`; default `yang_zhang`, `window=30`) and `realized_volatility_compare`; structure `pivot_points` (classic/fibonacci/woodie/camarilla/demark, day/week/month).
- Statistics `drawdown`, `returns_stats` (mean/std/skew/kurtosis/Sharpe/Sortino/Calmar/max_drawdown/VaR95/CVaR95, summary or rolling), `stationarity` (ADF/KPSS), `hurst` (`rs`/`dfa`), `autocorrelation` (ACF/PACF with 95% bands).
- Signals `signals.crossovers`, `signals.oscillator_signals`, `signals.divergences`, `signals.breakouts`, `signals.candlestick_patterns` (doji, hammer, engulfing, marubozu, spinning_top), `signals.regime`.
- Multi-symbol and utility endpoints `multi`, `correlation`, `correlation_matrix`, `screen` (`gt/gte/lt/lte/eq/between/crossed_above/crossed_below/made_high/made_low`), and the introspected `indicators` catalog filterable by `category`.
- Every endpoint QueryParams declares `__category__` and `__output_columns__`; a `docs/` tree (getting-started, four user guides, generated `api-reference.md`) and a README endpoint table; integration tests run against committed SPY CSV fixtures and an in-process uvicorn server.
- Unit-test tree: `tests/conftest.py`, `tests/test_router.py`, `tests/test_helpers.py`, `tests/test_technical_views.py`, `tests/test_relative_rotation.py`, `tests/indicators/`, `tests/signals/`, `tests/multi/`.
**Patterns**
- Hatchling with `[tool.uv.sources]` for openbb-core and openbb-charting, committed `uv.lock`; ruff (numpy pydocstyle) and `ty` with `# ty: ignore[code]`; explicit sdist include list.
- `test-unit-openbb-technical.yml` and `publish-openbb-technical.yml` with `--cov-fail-under=100` (reasons on every `# pragma: no cover`); router composed via `Router.include_router` with per-module `__all__`; `class TestX` files with a shared OHLCV fixture; integration marked `integration` and
excluded from `pytest tests`.
- `technical_views.py` imports `openbb_charting` lazily inside functions; openbb-charting is a dev-group dependency only.
**Fixes**
- `RelativeRotationFetcher.transform_query` calls `model_validate(params)` instead of the invalid `model_validate(**params)`.
- Catalog introspection uses `iter_api_routes(family_router.api_router)`.
- `technical_relative_rotation` validates `tail_interval` against `day|week|month` (fallback `week`).
- `demark` handles both `EXHC_UPa`/`EXHC_DNa` and `EXHC_UP`/`EXHC_DN` column spellings.
- `stoch` honours the user-supplied periods (V4 passed `fast_k_period=`/`slow_d_period=`/`slow_k_period=` which pandas-ta swallowed, always computing 14/3/3); V5 passes `k`, `d`, `smooth_k`.
openbb-quantitative
openbb-quantitative 1.6.2 -> 2.0.0 ([#7506](https://github.com/OpenBB-finance/OpenBB/pull/7506)) keeps all 19 V4 commands under the same paths but rewrites each to
